JASON MONTELEONE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with MARINER, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARINER, LLC | 2021-06-08 | present | Yes |
| MARINER WEALTH ADVISORS | 2014-01-28 | 2018-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-10-26 | 2009-12-23 | — |