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JS

Jason N. Skirvin

PAYCHEX SECURITIES
ROCHESTER, NY 14623
Some features on this profile are disabled
CRD#: 6246950
JS

Professional summary

Jason Nelson Skirvin, who also goes by Jason Nelson Skirvin, Jason Skirvin, Jason N Skirvin, is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in Rochester, New York.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Nelson Skirvin | Jason Skirvin | Jason N Skirvin

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 Nelson Skirvin's CRS (Customer Relationship Summary).
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

December 11, 2024 - Present

PAYCHEX SECURITIES CORPORATION

Office #1: 220 Kenneth Drive, Rochester, NY 14623
BD
CRD#: 39733
ROCHESTER, NY
Past

October 7, 2022 - April 22, 2024

HORAN SECURITIES, INC.

BD
CRD#: 40794
CINCINNATI, OH
Past

January 5, 2021 - September 23, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

July 2, 2019 - November 9, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Cincinnati, OH
Past

December 23, 2013 - July 19, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/11/2024)
RR
Alaska
(12/11/2024)
RR
Arizona
(12/11/2024)
RR
Arkansas
(12/11/2024)
RR
California
(12/11/2024)
RR
Colorado
(12/11/2024)
RR
Connecticut
(12/11/2024)
RR
Delaware
(12/11/2024)
RR
District of Columbia
(12/11/2024)
RR
Florida
(12/11/2024)
RR
Georgia
(12/11/2024)
RR
Hawaii
(12/11/2024)
RR
Idaho
(12/11/2024)
RR
Illinois
(12/11/2024)
RR
Indiana
(12/11/2024)
RR
Iowa
(12/11/2024)
RR
Kansas
(12/11/2024)
RR
Kentucky
(12/11/2024)
RR
Louisiana
(12/11/2024)
RR
Maine
(12/11/2024)
RR
Maryland
(12/11/2024)
RR
Massachusetts
(12/11/2024)
RR
Michigan
(12/11/2024)
RR
Minnesota
(12/11/2024)
RR
Mississippi
(12/11/2024)
RR
Missouri
(12/11/2024)
RR
Montana
(12/11/2024)
RR
Nebraska
(12/11/2024)
RR
Nevada
(12/11/2024)
RR
New Hampshire
(12/11/2024)
RR
New Jersey
(12/11/2024)
RR
New Mexico
(12/11/2024)
RR
New York
(12/11/2024)
RR
North Carolina
(12/11/2024)
RR
North Dakota
(12/11/2024)
RR
Ohio
(12/11/2024)
RR
Oklahoma
(12/11/2024)
RR
Oregon
(12/11/2024)
RR
Pennsylvania
(12/11/2024)
RR
Rhode Island
(12/11/2024)
RR
South Carolina
(12/11/2024)
RR
South Dakota
(12/11/2024)
RR
Tennessee
(12/11/2024)
RR
Texas
(12/11/2024)
RR
Utah
(12/11/2024)
RR
Vermont
(12/11/2024)
RR
Virginia
(12/11/2024)
RR
Washington
(12/11/2024)
RR
West Virginia
(12/11/2024)
RR
Wisconsin
(12/11/2024)
RR
Wyoming
(12/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Loading...

Contact information

Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 387-4312
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
YEZZI, KELLY MPRESIDENT6900749
YEZZI, KELLY MCHIEF COMPLIANCE OFFICER6900749

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

PAYCHEX SECURITIES CORPORATION

CRD#: 39733Rochester, NY 14623

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