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Jason Saeed Morad

Investment Adviser Representative at INGALLS & SNYDER LLC

New York, NYCRD #4617643Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
4 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Saeed Morad has worked in the securities industry since 2008. They have passed the Series 65 examination. They are registered to provide investment advisory services in Delaware, Massachusetts, New Jersey, and New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
DelawareMassachusettsNew JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/11/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Ingalls & Snyder LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INGALLS & SNYDER LLCCurrent
2/23/2017New York, NY
CAPITAL FORMATION GROUP, INC.
11/20/20094/30/2015Wellesley, MA
HALE AND DORR CAPITAL MANAGEMENT LLC
11/12/20049/12/2007Boston, MA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Saeed Morad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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