Jason
Demeo

Hsbc Securities (Usa) Inc

CRD#5017146
Investment Advisor
in New York, NY
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About this Advisor

Jason Demeo is a chartered financial consultant operating out of New York, New York, with a total of 11 years of professional experience. Demeo works at Hsbc Securities (Usa) Inc. Demeo has gained experience at New York Life Insurance Company, Hsbc Securities (Usa) Inc, Nylife Securities LLC, Nylife Distributors and Eagle Strategies LLC. Demeo maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and can operate in New Jersey. Hsbc Securities (Usa) Inc is a registered investment business that has its headquarters in New York, New York. The investment advisory business has offices in 229 locations and a total of 943 financial advisors. It handles $4 billion in assets between its 16,410 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 16,410 client accounts, just 12% belong to high-net-worth clients who have more than $1 million in assets. Hsbc Securities (Usa) Inc performs a broad assortment of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services are offered. Fee types billed by Hsbc Securities (Usa) Inc can include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

330 Madison Avenue Floor 12A
New York, NY 10017

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,665,289,127

NY Average: $7,464,549,021
Total Number of Employees

943

NY Average: 88
Total Number of Accounts

16,410

NY Average: 3,892
Average Account Size

$223,357

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jason Demeo Work History

Jason has 11 years of experience.

2018 - Present (1 years)

Hsbc Securities (Usa) Inc

2017 - 2018 (1 years)

Eagle Strategies LLC

2015 - 2018 (3 years)

Nylife Securities LLC

2007 - 2018 (11 years)

New York Life Insurance Company

2007 - 2018 (11 years)

Nylife Distributors

Disclosures

Jason Demeo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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