Best Investors Account Sign in

Jason Saul Schum

Ameriprise Financial Services, LLC

Mount Laurel, NJ

Pennsauken, NJ

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-10-12
TX RA APPROVED 2021-10-08
  • NJ RA
    APPROVED
    Since 2021-10-12
  • TX RA
    APPROVED
    Since 2021-10-08

Branch Locations

3000 Atrium Way Ste 510, Mount Laurel, NJ 08054-3914 • United States

Pennsauken, NJ • 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
Dr. Yelena German Voorhees Township NJ 01/2006 10/2017
Axa Advisors, Llc New York NY 05/2017 06/2020
Equitable Advisors, Llc New York NY 05/2017 10/2021
Ameriprise Financial Services Llc Mount Laurel NJ 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
S63 Uniform Securities Agent State Law Examination 2017-02-21
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24
  • S63 Uniform Securities Agent State Law Examination
    2017-02-21
Other Names
  • Jason S. Schum

View on SEC IAPD

Other Firms

MORGAN STANLEY
GENRISE WEALTH ADVISORS LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC
GSG ADVISORS LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

RACHEL S CHARLES
JEAN-PAUL BRESCIA
ROBERT CHRISTOPHER SMITH
CRAIG EVERETT YATES
CYNTHIA E JONES
MICHELE GIRGENTI
JOHN BORREGGINE
JOSEPH GORDON DEHN

Other Offices

MORGAN STANLEY · Mount Laurel, NJ
GENRISE WEALTH ADVISORS LLC · MT. LAUREL, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Mount Laurel, NJ
LPL FINANCIAL LLC · MT LAUREL, NJ
CREATIVEONE WEALTH, LLC · Mt. Laurel, NJ
GSG ADVISORS LLC · MOUNT LAUREL, NJ
VALIC FINANCIAL ADVISORS, INC. · MOUNT LAUREL, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOUNT LAUREL, NJ

More in Mount Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor