Jason Sy Co

Current Employers

Employment History

• 01/2014 → 11/2016
  Morgan Stanley
  Clayton, MO
• 11/2016 → 04/2018
  Plancorp, Llc
  St. Louis, MO
• 07/2018 → 08/2021
  Td Ameritrade Investment Management
  St Louis, MO
• 08/2021 → Present
  Coplanning Financial
  Overland Park, MO

Previous Registrations

• 2018-07-26 → 2021-08-26
  Td Ameritrade Investment Management, Llc
  St Louis, MO
• 2018-03-29 → 2018-07-27
  Plancorp, Llc
  Saint Louis, MO
• 2014-03-21 → 2016-11-28
  Morgan Stanley
  St. Louis, MO
  Clayton, MO

Other Businesses

(1) Name of Outside Business: Rental Properties; Investment Related:No; Address of Outside Business: St. Louis, MO; Nature of Outside Business: Rental Property; Position: Owner; Start Date:12/13/2012; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I purchase and rent out single family homes in St. Louis. (2) Name of Outside Business: FAANetwork LLC; Investment Related:No; Address of Outside Business: 4601 E. Douglas, Ste 150, Wichita, KS 67218; Nature of Outside Business: Marketing; Position: Owner/Managing Member; Start Date: 08/2025; Hours per month: 5-10/week; Hours per month during securities trading hours: 2-3hrs/week; Description of Duties: I operate FAANetwork LLC, an online professional directory and marketing platform where fiduciary, fee-only financial advisors can subscribe to maintain a profile and be searchable by clients. Duties include administrative oversight, technology management, and community building. The business does not provide investment advice, securities recommendations, or client asset management.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-21

Designations

Other Names

• Jason Sy Co
• Jason S Co