AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JA

Jason E. Abouchacra

DIGITAL BROKERAGE SERVICES LLC
Durham, NC 27709
Some features on this profile are disabled
CRD#: 7421612
JA

Professional summary


Jason Eric Abouchacra, who also goes by Jason Eric Abouchacra, Jason Abouchacra, is a registered financial professional currently at DIGITAL BROKERAGE SERVICES LLC located in Durham, North Carolina.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2022. Jason has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason Eric Abouchacra | Jason Abouchacra

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 Eric Abouchacra'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

February 22, 2023 - Present

DIGITAL BROKERAGE SERVICES LLC

Office #1: 100 New Milennium Way, Durham, NC 27709
BD
CRD#: 308213
Durham, NC
Past

February 2, 2022 - January 27, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

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
(2/22/2023)
RR
Alaska
(2/22/2023)
RR
Arizona
(2/22/2023)
RR
Arkansas
(2/22/2023)
RR
California
(2/22/2023)
RR
Colorado
(2/22/2023)
RR
Connecticut
(2/22/2023)
RR
Delaware
(2/22/2023)
RR
District of Columbia
(2/22/2023)
RR
Florida
(2/22/2023)
RR
Georgia
(2/22/2023)
RR
Hawaii
(2/22/2023)
RR
Idaho
(2/22/2023)
RR
Illinois
(2/22/2023)
RR
Indiana
(2/22/2023)
RR
Iowa
(2/22/2023)
RR
Kansas
(2/22/2023)
RR
Kentucky
(2/22/2023)
RR
Louisiana
(2/22/2023)
RR
Maine
(2/22/2023)
RR
Maryland
(2/22/2023)
RR
Massachusetts
(2/22/2023)
RR
Michigan
(2/22/2023)
RR
Minnesota
(2/22/2023)
RR
Mississippi
(2/22/2023)
RR
Missouri
(2/22/2023)
RR
Montana
(2/22/2023)
RR
Nebraska
(2/22/2023)
RR
Nevada
(2/22/2023)
RR
New Hampshire
(2/22/2023)
RR
New Jersey
(2/22/2023)
RR
New Mexico
(2/22/2023)
RR
New York
(2/22/2023)
RR
North Carolina
(2/22/2023)
RR
North Dakota
(2/22/2023)
RR
Ohio
(2/23/2023)
RR
Oklahoma
(2/22/2023)
RR
Oregon
(2/22/2023)
RR
Pennsylvania
(2/22/2023)
RR
Puerto Rico
(2/22/2023)
RR
Rhode Island
(2/22/2023)
RR
South Carolina
(2/22/2023)
RR
South Dakota
(2/22/2023)
RR
Tennessee
(2/22/2023)
RR
Texas
(2/22/2023)
RR
Utah
(2/22/2023)
RR
Vermont
(2/22/2023)
RR
Virgin Islands
(2/22/2023)
RR
Virginia
(2/22/2023)
RR
Washington
(2/22/2023)
RR
West Virginia
(2/22/2023)
RR
Wisconsin
(2/22/2023)
RR
Wyoming
(2/22/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/14/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


DB
DIGITAL BROKERAGE SERVICES LLC
DIGITAL BROKERAGE SERVICES LLC

CRD#: 308213 / SEC#: , 8-70512

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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
499 Washington Blvd, Jersey City, NJ 07310
Mailing Address
Two Destiny Way Mail Zone Wg3d, Westlake, TX 76262
Phone number
(833) 327-3444
Established
Delaware since 02/27/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
CULLARO, GIUSEPPEPRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER4738727
MCGINTY, JOHN JR.CHIEF COMPLIANCE OFFICER5560420
O'BRIEN, EDWARD DANIELDIRECTOR2239064
RHODES, NOAH BUTLERPRINCIPAL FINANCIAL OFFICER6546392
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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


DIGITAL BROKERAGE SERVICES LLC

CRD#: 308213Durham, NC 27709

TRUST BUT VERIFY

Monitor Jason Abouchacra

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Daniel Brian Conklin
Daniel ConklinAdvisorCheck Check Mark
HUNTER STREET INVESTMENT ADVISORS LLC
IAR
Apex, NC
Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raliegh, NC
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics