JASON Sy CO is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with COPLANNING FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COPLANNING FINANCIAL LLC | 2021-09-14 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-07-26 | 2021-08-26 | — |
| PLANCORP, LLC | 2018-03-29 | 2018-07-27 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-03-21 | 2016-11-28 | — |