JA
Jason B. Armstrong
BMO NESBITT BURNS SECURITIES LTD.
Calgary, T2P 1G1
Some features on this profile are disabled
CRD#: 6266723
JA
Professional summary
Jason Bradley Armstrong is a registered financial advisor currently at BMO NESBITT BURNS SECURITIES LTD. and BMO NESBITT BURNS SECURITIES LTD. .
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jason has worked at 2 firms and has passed the Series 63, SIE and Series 38 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Calgary Cubs Amateur Baseball Association; 5563 112 Avenue NW, Calgary, Alberta T3R1R8, CANADA; Non-investment related; Amateur baseball club that supports development for 13-18 year olds; Role: Treasurer and Board Member; Duties: Develop registration and team operating budgets, Pay coaches and umpires, periodic reporting of actual vs budgeted results. Start date: 12/2020; Approximate hours per month:5
CRS (Client Relationship Summary) - RIA
Click below to view Jason Bradley Armstrong'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®
NoneExperience
Current
November 7, 2025 - Present
BMO NESBITT BURNS SECURITIES LTD.
Office #1: 525 8th Avenue S.w. Suite 1000, Calgary, T2P 1G1RIA
CRD#: 281337
Calgary,
Current
February 21, 2014 - Present
BMO NESBITT BURNS SECURITIES LTD.
Office #1: 525 8th Avenue S.w. Suite 1000, Calgary, Alberta, T2P 1G1BD
CRD#: 44057
Calgary, Alberta,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BN
BMO NESBITT BURNS SECURITIES LTD.
BMO NESBITT BURNS SECURITIES LTD.
CRD#: 281337 / SEC#: 801-107176
RIA
Registered Investment Advisory firm - (2/9/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Georgia(6/9/2022)
RR
Oregon(3/17/2014)
RR
Texas(3/17/2014)
IAR
Texas(11/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 38
Date: 2/21/2014
Canada Module of the General Securities Registered Representative (Without Options Questions)SRO Registrations
RR
FINRA
Current Firm
BN
BMO NESBITT BURNS SECURITIES LTD.
BMO NESBITT BURNS SECURITIES LTD.
CRD#: 281337 / SEC#: 801-107176
RIA
Registered Investment Advisory firm - (2/9/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1 First Canadian Place 41st Floor, Toronto, Ontario, M5X 1A1
Mailing Address
320 South Canal Street Floor 7, Chicago, IL 60606
Phone number
(416) 359-4000
Established
Firm type
Fiscal year end
# of Employees
277
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 932,018,173 |
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.
