Jason Kormes

Employer firm

Quint Investments And Insurance CRD 168463

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 01/2021
  Pruco Securities, Llc
  White Plains, NY
• 08/2017 → 01/2019
  Residential Home Funding
  Lagrangeville, NY
• 07/2004 → 07/2017
  Limited Unlimited Jewelers
  Mount Kisco, NY
• 03/2019 → 01/2021
  The Prudential Insurance Company Of America
  White Plains, NY
• 01/2021 → Present
  Mml Investors Services, Llc
  Elmsford, NY
• 01/2021 → Present
  Mass Mutual Life Insurance Company
  Elmsford, NY
• 01/2019 → 01/2021
  Prudential Advisors
  White Plains, NY
• 01/2021 → 02/2022
  Barnum Financial Group
  Elmsford, NY
• 10/2024 → Present
  Scavone Insurance Agency Center
  White Plains, NY
• 11/2025 → Present
  Quint Investments And Insurance Services
  Wappingers Falls, NY

Other Businesses

(1) Name: Jason Kormes Inv rel: Y Add: Residential Address Nature: Outside Insurance Business Position: Independent Insurance Agent Start date: 1/8/2021 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Life, Disability, Long Term Care, Fixed Annuities, & Health. (2) Name: Kore Protection, LLC; Description: From time to time Insurance products and services maybe offered through Jason's outside insurance agency, Kore Protection, LLC, a separately held and unaffiliated entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-18
• S63 Uniform Securities Agent State Law Examination
  2019-02-26

Other Names

• Jason Kormes
• Jason Bradley Kormes