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Jason Roy is a financial advisor professional located in Shrewsbury, MA. They specialize in financial advisory. With over 22 years of experience, they bring deep expertise to every client.
Jason Roy - Fidelity Brokerage Services Llc holds an active professional license (FINRA CRD) for your protection.
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Jason Roy operates as a financial advisor with Fidelity Brokerage Services LLC in Shrewsbury, Massachusetts. With 22 years in the financial services industry, Roy brings extensive experience to client relationships. His work is registered under FINRA CRD oversight, which governs broker-dealer activities and advisor conduct. Whether you're exploring investment options, planning for retirement, or managing your portfolio, Roy's background reflects significant tenure in financial advisory services.
Jason Roy's FINRA CRD registration means he operates under the Financial Industry Regulatory Authority's Central Registration Depository system. This registration tracks his licensing and disciplinary history, ensuring compliance with federal securities regulations. FINRA CRD oversight establishes standards for broker-dealer representatives and investment advisors, requiring adherence to fiduciary duties and client protection rules. This regulatory framework governs how he conducts transactions, manages client accounts, and discloses potential conflicts of interest in financial advisory work.