Best Investors Account Sign in

Jason Steven Freilich

LPl Financial LLC

Merrick, NY

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-01
  • NY RA
    APPROVED
    Since 2024-05-01

Branch Locations

2005 Merrick Rd, Merrick, NY 11566 • United States

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
Citigroup Global Markets Inc Merrick NY 01/2014 03/2024
Unemployed Massapequa NY 04/2024 05/2024
Jovia Fcu Merrick NY 05/2024 Present
Lpl Financial Merrick NY 05/2024 Present
  • 01/2014 → 03/2024
    Citigroup Global Markets Inc
    Merrick, NY
  • 04/2024 → 05/2024
    Unemployed
    Massapequa, NY
  • 05/2024 → Present
    Jovia Fcu
    Merrick, NY
  • 05/2024 → Present
    Lpl Financial
    Merrick, NY
Previous Registrations
  • 2014-01-24 → 2024-04-10
    Citigroup Global Markets Inc.
    Franklin Square, NY
    New Hyde Park, NY
    Long Island City, NY
    Westlake Village, CA
    Merrick, NY
    Bay Shore, NY
    Boca Raton, FL
    Freeport, NY
    Jacksonville, FL
    Wantagh, NY
    Port Jefferson, NY
    Holbrook, NY
    Greenwich, CT
    Wantagh, NY
    Port Jefferson, NY
    Freeport, NY
    Greenwich, CT
  • 2012-10-01 → 2014-01-17
    J.P. Morgan Securities Llc
    Franklin Square, NY
    Stewart Manor, NY
  • 2010-07-29 → 2012-10-01
    Chase Investment Services Corp.
    Smithtown, NY
    Franklin Square, NY
    Franklin Square, NY
    Stewart Manor, NY
  • 2007-05-29 → 2008-08-06
    Citigroup Global Markets Inc.
    Uniondale, NY
  • 2004-10-08 → 2007-05-29
    Citicorp Investment Services
    Hauppauge, NY
    Uniondale, NY
    Uniondale, NY
    Hauppauge, NY
Other Businesses

1. 04/24/2024- Jovia Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-23
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S65 Uniform Investment Adviser Law Examination
    2004-08-23
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Other Investors

CLIFFORD JOSEPH MEDITZ
PETER KATSIGIORGIS
Michael Mott
CHARLES STEVEN KASSATLY
ERIC GREGORY MOORE
ALLISON CLANCY HUDSON
Michael Anthony Scordo
THOMAS REAGAN

Other Offices

LPL FINANCIAL LLC · MERRICK, NY
J.P. MORGAN SECURITIES LLC · MERRICK, NY
CETERA INVESTMENT ADVISERS LLC · MERRICK, NY
CETERA INVESTMENT ADVISERS LLC · Merrick, NY
CITIZENS SECURITIES, INC. · MERRICK, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MERRICK, NY
J.P. MORGAN SECURITIES LLC · BELLMORE, NY
LPL FINANCIAL LLC · BELLMORE, NY

More in Merrick, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor