Jason Paul Seibert
Advisor at Merrill — Pittsburgh, PA 600 Grant St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Pittsburgh, PA 15219
Merrill
Institution
Jason Seibert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2019. In his role, he focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives.
Jason holds the CERTIFIED FINANCIAL PLANNER® certification and a Personal Investment Advisor designation. He graduated from The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, philanthropic planning, portfolio management services, and sports and entertainment.
He lives in Pittsburgh with his wife Charlene and their two daughters. The family is active in the community, supporting Special Olympics Pennsylvania and other local causes. Jason participates in community volunteer work as part of Merrill Lynch's tradition of engagement.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Pittsburgh, PA 600 Grant St
600 Grant St
Pittsburgh PA 15219
Advisors at this office
51
Pennsylvania · Texas
21 years of industry experience
Bank Of America, N.a.
2019 - Present • 7 years
Sewickley, PA
Merrill
2019 - Present • 7 years
Sewickley, PA
PNC investments
2004 - 2019 • 15 years
Pittsburgh, PA
PNC Financial Services Group
2003 - 2019 • 16 years
Pittsburgh, PA
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