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JW

Jason Willis

TELESIS SECURITIES
ORLANDO, FL 32801
Some features on this profile are disabled
CRD#: 6137385
JW

Professional summary

Jason Willis, who also goes by Jason Thomas Willis, is a registered financial professional currently at TELESIS SECURITIES LLC located in Orlando, Florida.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2012. Jason has worked at 3 firms and has passed the Series 66, Series 6TO, Series 7TO, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Thomas Willis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Willis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 11, 2026 - Present

TELESIS SECURITIES LLC

Office #1: 111 N. Orange Ave. Suite 925, Orlando, FL 32801
BD
CRD#: 338007
ORLANDO, FL
Past

August 12, 2019 - December 31, 2023

CAPACUITY SECURITIES, INC.

BD
CRD#: 15384
LAKE MARY, FL
Past

August 28, 2014 - August 14, 2017

NEWPORT GROUP SECURITIES, INC.

RIA
CRD#: 29722
LAKE MARY, FL
Past

December 5, 2012 - August 14, 2017

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
LAKE MARY, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/11/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/26/2025
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TS
TELESIS SECURITIES LLC
TELESIS | TELESIS SECURITIES LLC

CRD#: 338007 / SEC#: , 8-71397

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Contact information

Main Address
111 N. Orange Ave. Suite 925, Orlando, FL 32801
Mailing Address
111 N. Orange Ave. Suite 925, Orlando, FL 32801
Phone number
(321) 257-2323
Established
Florida since 01/25/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
SUNSHINE PRIVATE INVESTMENTS LLCMEMBER
SOUTH POINTE PRIVATE INVESTMENTS LLCMEMBER
KELLEY FAMILY HOLDINGS LLCMEMBER
LESSEN, DAVIDMEMBER2440933
HOPKINS, THOMAS JOHNFINOP1835087
KELLEY, RYAN DEEPRESIDENT AND CHIEF COMPLIANCE OFFICER4679427

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TELESIS SECURITIES LLC

CRD#: 338007Orlando, FL 32801

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