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Jason Robert Mcgee

Sentinel Asset Management, LLC

Wallingford, CT

Villanova, PA

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Current Employers
Sentinel Asset Management, Llc

1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-05
  • PA RA
    APPROVED
    Since 2026-05-05

Branch Locations

1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States

795 E. Lancaster Ave Suite 260, Villanova, PA 19406 • 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
Fs Investment Solutions, Llc Philadelphia PA 02/2014 12/2021
Fs Investment Solutions, Llc Philadelphia PA 01/2022 10/2024
Unemployed Philadelphia PA 10/2024 02/2026
Sentinel Asset Management,Llc Villanova PA 02/2026 Present
  • 02/2014 → 12/2021
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 01/2022 → 10/2024
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 10/2024 → 02/2026
    Unemployed
    Philadelphia, PA
  • 02/2026 → Present
    Sentinel Asset Management,Llc
    Villanova, PA
Previous Registrations
  • 2007-12-13 → 2009-02-09
    Lincoln Financial Distributors, Inc.
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-30
S63 Uniform Securities Agent State Law Examination 2005-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-30
  • S63 Uniform Securities Agent State Law Examination
    2005-04-08

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · WALLINGFORD, CT
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