Unclaimed Profile

Jason M Barsema

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York

SIE, Series 7, Series 24, Series 66Clean record18 years registeredHALO INVESTMENT SERVICES, LLC

1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 5515197Firm CRD# 325613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason M Barsema · MANHASSET, NY

Registration

CRD #5515197 · HALO INVESTMENT SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALO INVESTMENT SERVICES, LLC

HALO INVESTING, INC.

Mar 2017 – Dec 2018

CHICAGO, IL

FORMIDABLE ASSET MANAGEMENT, LLC

Jun 2016 – Dec 2017

CHicago, IL

CREDIT SUISSE SECURITIES (USA) LLC

Jul 2008 – May 2015

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Jun 2008 – Jul 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 16, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALO INVESTMENT SERVICES, LLC

CRD 325613 · SEC 801-127670

AUM

$31M

Regulatory assets under management

Employees

2 client accounts

Services offered by HALO INVESTMENT SERVICES, LLC

Per Form ADV

Security ratings or pricing services

Other

View all advisors at HALO INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jason M Barsema offer?

Jason M Barsema specializes in Fee-Only Advisory.

What are Jason M Barsema's credentials?

Jason M Barsema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason M Barsema located?

Jason M Barsema is based in MANHASSET, New York, last registered with HALO INVESTMENT SERVICES, LLC.

How does Jason M Barsema charge for services?

Jason M Barsema's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALO INVESTMENT SERVICES, LLC?

HALO INVESTMENT SERVICES, LLC has approximately 15 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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