Best Investors Account Sign in
Claim This Profile
Current Employers
Ingalls Investment Management, Llc

1 Rockefeller Plaza 7Th Floor, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-08-10
MA RA APPROVED 2026-08-10
NJ RA APPROVED 2026-08-10
NY RA APPROVED 2026-08-10
  • DE RA
    APPROVED
    Since 2026-08-10
  • MA RA
    APPROVED
    Since 2026-08-10
  • NJ RA
    APPROVED
    Since 2026-08-10
  • NY RA
    APPROVED
    Since 2026-08-10

Branch Locations

1 Rockefeller Plaza 7Th Floor, New York, NY 10020

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ingalls & Snyder, Llc New York NY 04/2015 Present
Ingalls Investment Management, Llc New York NY 08/2026 Present
Previous Registrations
  • 2017-02-23 → 2026-08-10
    New York, NY
    Wellesley Hills, MA
    New York, NY
  • 2009-11-20 → 2015-04-30
    Capital Formation Group, Inc.
  • 2004-11-12 → 2007-09-12
    Silver Bridge
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-11
  • S65 Uniform Investment Adviser Law Examination
    2004-11-11
Other Names
  • Jason S. Morad

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor