Jason
Tapia
Santander Securities LLC
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About this Advisor
Jason Tapia is a financial advisor working in Miami, Florida, who has 1 year of relevant experience. Tapia is an employee of Santander Securities LLC. Throughout their career, Tapia has worked at Fisher Investments, Ronald Mcdonald House Charities, Florida State University, John Hancock Investments, American Funds, Adp Broker Dealer Inc, Adp Inc, Santander Bank, Na, Santander Securities, LLC, Everything Travel Guy and Ameriprise Financial Services, Inc. Tapia holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Santander Securities LLC is a firm operating out of Dorchester, MA. The company has offices in 478 locations and a total of 530 employees. It oversees $2 billion in assets under management across its 9,808 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Santander Securities LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on the services. Fee types charged by Santander Securities LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Santander Securities LLC Brokerage Details
$1,848,708,275
530
9,808
$188,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Tapia Work History
Jason has been registered as a financial advisor for 1 years.*
Santander Securities, LLC
Santander Bank, Na
Everything Travel Guy
Santander Securities, LLC
Adp Broker Dealer Inc
Adp Inc
Ameriprise Financial Services, Inc
American Funds
John Hancock Investments
Fisher Investments
Ronald Mcdonald House Charities
Florida State University
*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 Tapia 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 Santander Securities
Norwell, MA
Garwood, NJ
Cambridge, MA
Florham Park, NJ
Dorchester, MA
Parsippany, NJ
Florham Park, NJ
Dorchester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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