Jason B. Cleary
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Blake Cleary was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2017. Jason had worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 25, 2018 - August 19, 2021
SPURRIER CAPITAL PARTNERS LLC
December 5, 2017 - October 2, 2018
Q ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SPURRIER CAPITAL PARTNERS LLC
CRD#: 173524 / SEC#: , 8-69540
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LINCOLN INTERNATIONAL, LP | OWNER | |
| SPURRIER, CLARK ANDREW | MANAGING PARTNER, CHIEF EXECUTIVE OFFICER, EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | 2636419 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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