Jason Moore Giordano

Current Employers

Employment History

• 10/2017 → 06/2024
  Securities America Inc.
  Mechanicsburg, PA
• 02/2012 → 10/2017
  National Planning Corporation
  Mechanicsburg, PA
• 10/2017 → Present
  Guardian Asset Advisors
  Mechanicsburg, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mechanicsburg, PA

Previous Registrations

• 2012-01-31 → 2017-10-11
  National Planning Corporation
  Harrisburg, PA
  Mechanicsburg, PA

Other Businesses

1. GUARDIAN ASSET ADVISORS, LLC- IRIA-INVESTMENT ADVISORY-INVESTMENT RELATED- START DATE: 10/2017- LOCATED AT 6321 CREEKBEND DR, MECHANICSBURG, PA 17050 2. INSURANCE SALES-AGENT-INVESTMENT RELATED-START DATE: 10/2017 LOCATED AT 6321 CREEKBEND DR, MECHANICSBURG, PA 17050 3. Sentinel Integrated Planning -DBA https://www.sentinelintegratedplanning.com/ 4. SENTINEL BUSINESS PLANNING POSITION: supporting CPA's and Business Owner's NATURE: We are Team Based Model Consultants with an FMO (Elite Resource Team). We help CPA's deliver more value to their clients by helping them become more proactive and holistic. This includes helping CPA's communicate more effectively with their current clients to determine areas the client desires service and consultation. We facilitate the CPA to position themselves as a tax and business consultant. This results in better client service, improved client retention, increased revenue, and better time management for the CPA. We help reduce the risk that comes from referring clients to third parties, and expand their "brain trust" by working with some of the country's best specialists. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 03/09/2018 ADDRESS: 6321 CREEKBEND DR, MECHANICSBURG, PA 17050 DESCRIPTION: Helping CPA's bring more holistic and comprehensive planning to their clients. Some of the services to facilitate this planning could include, Fixed Insurance (Approved OBA on file), Business Exit Planning, Captive Insurance, Cost Remediation, Cost Segregation, Multiple Entity Planning, Key Man Insurance, Asset Protection, Charitable LLC's, Social Security Planning and Estate Planning. Most of these services are provided by outside experts (not employed by this OBA). Investment and Retirement Planning services could also be provided, of course all securities business would be placed through our approved DBA Sentinel Integrated Planning (Securities America). Some non-security fees may be shared between outside experts, CPA's, and our selves. ADDED 10/18/18 - We would like to provide assistance to business owners and their CPA's with business planning. Assist in determining goals and Key Performance Indicators (KPI's) and ensure accountability to the plan. Help implement a process and strategy to try and attain business owners' goals. Engage business owner client and CPA in ongoing coaching. Assist in educating CPA and business owner about exit and succession planning (usually provided by our exit planning specialist). Help and assist business owner thru planning, and outside subject matter experts (usually including clients CPA), to enhance efficient tax planning and increase personal wealth of client. Assist business continuity thru risk planning (un-foreseen event(s), such as death, divorce, disability, etc.). Assist in "life after exiting" plan for financial transition to retirement. (All retirement planning will be conducted thru previously approved outside RIA Guardian Asset Advisors)

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-23
• S63 Uniform Securities Agent State Law Examination
  1998-09-04