Jason Saul Caplan

Current Employers

Employment History

• 06/2016 → Present
  Tiaa
  Memphis, TN
• 06/2016 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Memphis, TN

Previous Registrations

• 2011-09-22 → 2016-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA
  Glen Allen, VA
  Richmond, VA

Other Businesses

(1) MUSIC LESSONS POSITION: instructor NATURE: Music instruction INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2014 ADDRESS: Home Address, Memphis TN 38120, United States DESCRIPTION: Guitar lessons. (2) THE BRIDGE INSTITUTE POSITION: President and Founder NATURE: This non profit organization teaches music through permutations of numbers - in a program called The Universal Language Room. I am the President and Founder. I receive no compensation.My time commitment per week is about 1-2 hours. The website address is www.ulr1.comThe board is approx 12 members. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2006 ADDRESS: Home Address, Memphis TN 38120, United States DESCRIPTION: I teach my music concept online to musicians and students. I also help organize local in person events. (3) NAQSHON'S LEAP POSITION: Founder NATURE: Music performance group for local community events in Memphis. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2018 ADDRESS: Home Address, Memphis TN 38120, United States DESCRIPTION: Organize the music group (4) PROHUMAN FOUNDATION POSITION: Advisor NATURE: To promote the foundational truth, that every person is a unique individual united by our shared humanity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2025 ADDRESS: 5966 S. Dixie Hwy, South Miami FL 33143-5170, United States DESCRIPTION: Meeting with other Advisors online

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16

Other Names

• Jason Saul Caplan
• Jason Caplan