Jason Philip Stamm

Current Employers

Employment History

• 09/2009 → 01/2017
  Gilman Ciocia, Inc.
  Boynton Beach, FL
• 11/2013 → 07/2022
  National Securities Corporation
  Boynton Beach, FL
• 07/2022 → 06/2025
  B. Riley Wealth Management
  Boynton Beach, FL
• 07/2022 → 06/2025
  B. Riley Wealth Advisors, Inc.
  Boynton Beach, FL
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-05-06 → 2025-07-09
  B. Riley Wealth Advisors, Inc.
  Boynton Beach, FL
  Boynton Beach, FL
  Boynton Beach, FL
• 2009-10-06 → 2014-05-06
  Asset & Financial Planning, Ltd
  Boynton Beach, FL
• 2008-09-09 → 2009-09-11
  Pruco Securities, Llc.
  West Palm Beach, FL

Other Businesses

1. 1880 CONGRESS 205 LLC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 2. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, DBA Name, NIR, 0 HR/MO - 0 HR/MO TRADING 3. JASON STAMM, 6025 Balboa Cir, Apt 201, Boca Raton FL 33433, United States, 06/16/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 4. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, IAR, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 5. JPS ACCOUNTING & TAX ADVISORY, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, Tax Services, NIR, 160 HR/MO - 160 HR/MO TRADING 6. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 7. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/19/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-12
• S65 Uniform Investment Adviser Law Examination
  2008-08-06

Designations

Other Names

• Jason Stamm