Jason
Berkson
Hsbc Securities (Usa) Inc
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About this Advisor
Jason Berkson is a financial advisor working in New York, New York who has 2 years of relevant experience. Berkson works at Hsbc Securities (Usa) Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Texas Security Bank, Ldww, Winnetka Park District, Indiana University, New Trier Highschool, Bank Of America, N.A and Hsbc Securities (Usa) Inc. Berkson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Hsbc Securities (Usa) Inc is an advisory firm operating out of New York, NY. It has offices in 60 locations and a total of 510 employees. It has $3 billion in assets under management among its 13,225 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 13,225 accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets. Hsbc Securities (Usa) Inc offers a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Hsbc Securities (Usa) Inc most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hsbc Securities (Usa) Inc Brokerage Details
$2,818,810,644
510
13,225
$213,143
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jason Berkson Work History
Jason has been registered as a financial advisor for 2 years.*
Hsbc Securities (Usa) Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Texas Security Bank
Ldww
Winnetka Park District
Indiana University
New Trier Highschool
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Berkson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hsbc Securities (Usa) Inc
Chatham, NJ
Arcadia, CA
Beverly Hills, CA
Beverly Hills, CA
New Hyde Park, NY
Depew, NY
Forest Hills, NY
New Hyde Park, NY
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