Jason Robert McGee

Financial advisor at Sentinel Asset Management, LLC · Villanova, PA

Last updated 2026-10-10

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Jason Robert McGee is a financial advisor at Sentinel Asset Management, LLC in Villanova, PA, CRD 4865839. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2007-12-13.

Registration

CRD number
4865839
Registration status
Active
IAPD registration
2007-12-13
Industry Experience
18 years
Work Experience
12 years
States registered
PA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2014-02 to 2021-12 · Fs Investment Solutions, LLC · Philadelphia, PA
  • 2022-01 to 2024-10 · Fs Investment Solutions, LLC · Philadelphia, PA
  • 2024-10 to 2026-02 · Unemployed · Philadelphia, PA
  • 2026-02 to Present · Sentinel Asset Management, LLC · Villanova, PA

Current employment

  • Sentinel Asset Management, LLC · Wallingford, CT

SEC IAPD record for Jason Robert McGee

About

Jason Robert McGee is a financial advisor at Sentinel Asset Management, LLC in Villanova, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 18 years of industry experience and 12 years of reported work history. Reported roles include Unemployed, Fs Investment Solutions, LLC, among others.

Location

795 E. Lancaster Ave, Villanova, PA 19406

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Official record

View the official SEC IAPD record

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