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Expert Tutor for Series 3, 7, 9, 10, 63, 65, 66 & Career Development
Jason J.

5.0 (678 ratings)

2,048 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $220
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Response time: 11 minutes

About Jason

Bio

Hi there! I’m Jason, and I bring over 14 years of experience in the fast-paced financial industry along with a true passion for teaching. I graduated with a degree in Business from New York University’s Tandon School of Engineering and have passed several industry certifications, including SIE, Series 3, 6, 7, 9, 10, 63, 66, and CAMS examination (Certified Anti-Money Laundering Specialist). I have also tutored for the series 24, Series 65, and Series 79.

My journey has taken me through a...

Hi there! I’m Jason, and I bring over 14 years of experience in the fast-paced financial industry along with a true passion for teaching. I graduated with a degree in Business from New York University’s Tandon School of Engineering and have passed several industry certifications, including SIE, Series 3, 6, 7, 9, 10, 63, 66, and CAMS examination (Certified Anti-Money Laundering Specialist). I have also tutored for the series 24, Series 65, and Series 79.

My journey has taken me through a few roles at two of the world’s largest financial firms. This has given me extensive knowledge in finance, compliance, sales, and operations. I have trained and coached colleagues taking their securities exams for more than 10 years.

My tutoring approach is clear, engaging, and tailored just for each person. I understand that we all have different ways of learning. I’m fluent in English, Spanish, and Portuguese, which helps me communicate with diverse learners. I believe that breaking down complex topics into understandable concepts is key to effective learning. I use visual aids and real-world examples to create an environment where you can thrive.

Each session is customized to your pace and learning style. Learning should be fun!

I offer a free initial consultation where we can discuss your goals and how we can work together to achieve them. The lessons can be online ($220/hr) or in person ($440/hr – Manhattan / Queens / Brooklyn / Bronx) I also maintain a flexible 24-hour cancellation policy to accommodate your needs.

Please reach out if you have any questions or are ready to schedule a lesson.

We will succeed together!

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Education

New York University Tandon School of Engineering
Business

Additional Languages

Spanish

Policies

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Approved Subjects

Algebra 1

Algebra 1

I have over 13 years of experience working at two of the largest banks in the country.
Career Development

Career Development

With over 10 years of experience, I have worked with professionals on interview preparation, career transitions, new job opportunities, and internal career advancements. I have extensive knowledge of financial services, compliance, and operations, and have supported individuals across various areas, including technology, advisory, and investments. My focus is on helping clients navigate their career development and achieve success in competitive environments.
Interview Prep

Interview Prep

With 14 years of experience and Wall Street training, I help professionals across all industries—from finance and technology to healthcare, operations, education, and more—navigate every stage of the job search process. My services include building strong, ATS-friendly resumes, preparing for phone screenings, in-person interviews, panel interviews, and salary negotiations. I work with individuals pursuing roles in financial services, corporate environments, advisory, technology, and beyond. My approach focuses on building confidence, refining your responses, and preparing you for both technical and behavioral questions. Whether you're entering the workforce, changing careers, or targeting internal advancement, I provide personalized coaching to help you stand out and succeed in today’s competitive job market.
Series 3

Series 3

I bring over 9 years of experience tutoring individuals to excel on the Series 3 exam, supported by 13 years at two leading financial firms. The Series 3 is a national commodities futures exam that tests your knowledge of futures contracts, margin requirements, and their applications in hedging and speculation. My tutoring sessions focus on breaking down complex concepts and ensuring you understand how to apply them in real-world scenarios. To maximize your success, I provide custom quizzes and homework assignments tailored to your needs, helping you take responsibility for your learning while reinforcing key topics. I also track your progress to ensure you're staying on target and improving with each session. With personalized guidance and consistent practice, you'll be fully prepared to pass the Series 3 exam and advance your career. Let’s get started on your journey to success!
Series 6

Series 6

I have trained and tutored people for over 10 years on the Series 6 exam. I worked for two large financial firms for 13 years. I began teaching the series 6 exam early in my career. I use customized notes and tailor them for each student individually. I have taught people with or without financial work experience. My approach is to have the student understand the question rather than memorize the answer.
Series 63

Series 63

I have trained and tutored people for over 10 years on the Series 63. I worked for two large financial firms for 13 years. The 63 is the state securities registration exam. I like to explain the differences between broker dealers and investment advisors to begin. I took the 63 when I first started working and then took the 66, which combines the 65 and 63.
Series 65

Series 65

I have over 10 years of experience training and tutoring individuals for the Series exams. My background includes working for two major financial firms for 13 years and tutoring for the Series 65. The Series 65 is intended to qualify candidates as investment adviser representatives. I use customized materials to review and prepare students for the exam, covering the extensive and detailed content at each student's pace.
Series 66

Series 66

I have over 10 years of experience training and tutoring individuals for the Series 66 exam. My background includes working for two major financial firms for 13 years and having taken the exam myself. The Series 66 is intended to qualify candidates as both securities agents and investment adviser representatives. I use customized materials to review and prepare students for the exam, covering the extensive and detailed content at each student's pace.
Series 7

Series 7

I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 13 years at two leading financial firms. I began teaching the Series 7 before it was split into the SIE and the top-off exam, and I specialize in simplifying complex topics like options and margin. Whether you're coming from a finance background or starting fresh, I adapt my approach to meet your needs and ensure your success. My goal is to help you understand the logic behind the questions, not just memorize the answers. I provide custom quizzes and homework assignments to reinforce learning and create a sense of accountability. Additionally, I track your progress, identifying areas where you need extra support to build your confidence and mastery. With personalized guidance and consistent practice, you’ll be fully prepared to pass the Series 7 exam and achieve your financial career goals. Let’s get started today!
SIE Exam (Securities)

SIE Exam (Securities)

I have over 11 years of experience tutoring individuals to pass FINRA licensing exams, supported by 14 years at three leading financial firms. I’ve been teaching the SIE exam since it was introduced, and I specialize in simplifying the core concepts tested including products, markets, regulations, and basic suitability. Whether you're coming from a finance background or starting fresh, I adapt my approach to meet your needs and ensure your success. My goal is to help you understand the logic behind the questions, not just memorize the answers. I provide custom quizzes and homework assignments to reinforce learning and create a sense of accountability. Additionally, I track your progress, identifying areas where you need extra support to build your confidence and mastery. With personalized guidance and consistent practice, you’ll be fully prepared to pass the SIE exam and take the first step toward your financial career. Let’s get started today!
Spanish

Spanish

I grew up speaking English and Spanish natively at home. I took classes in both languages throughout my entire life. My professional career has been in the Spanish speaking division of large banks. I have simultaneously tutored individuals learning Spanish for over 15 years. I specialize in conversations.

Examples of Expertise

Jason has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

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Response time: 11 minutes

Ratings and Reviews

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5.0 (678 ratings)
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1 star
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Reviews

Wish I Started Sooner!

I started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came across Jason. My biggest issue wasn’t the material, it was understanding how the test is structured and how to answer questions the way FINRA wants. Jason completely changed my approach. He taught me how to think through questions, recognize patterns, and eliminate wrong answers instead of just memorizing information. One of the biggest values outside of the 1-on-1 sessions is access to Jason. He gives you his personal number and constantly encourages you to send him questions or concepts you’re struggling with between sessions. Being able to get quick guidance like that was an immense help. If you’re struggling with the Series 7 or coming off a failed attempt, I can’t recommend him enough. I only wish I had found him sooner.

Hayden, 5 lessons with Jason

Amazing Tutor

Jason is great. I had a few tutors on here and he was by far the best. He made understanding hard concepts eas and most importantly got me to pass my series 7. Strongly recommend!

Pat, 10 lessons with Jason

Jason is the BEST

Jason was the best tutor I could have asked for. He was very understanding, thoughtful, patient, knew how to explain things well, very well versed on the tests, and he also cares about you as an individual and focuses on the well-being side of exam prep, which is just as important. I can't thank Jason enough for all of his time and help. He prepared me well and made me a confident test taker. I would 100% recommend him to anyone and everyone!

Katharine, 45 lessons with Jason

passed S7 yesterday

Jason was extremely helpful and I would 100% use him again! He is very knowledgeable and easy to work with.

Jackson, 44 lessons with Jason

Jason = PASS

Jason was instrumental in helping me finally pass the Series 7. From the very beginning, he quickly identified the areas where I was weakest and created a focused plan to strengthen them. He didn’t just review material — he actively quizzed me to reinforce key concepts and make sure I truly understood them. What set Jason apart was how he structured my days leading up to the exam. He gave me a clear, manageable plan that kept me on track and eliminated the guesswork and stress of wondering what to study next. His organization, patience, and ability to break down complex topics made all the difference. Beyond the academics, Jason provided exceptional support and encouragement throughout the entire process. He kept me motivated, confident, and focused — even when the material felt overwhelming. I would highly recommend Jason to anyone preparing for the Series 7. Having this level of guidance and support helped me finally conquer the gauntlet and PASS. Thank you, Jason!

Elizabeth, 5 lessons with Jason

Reliable and Committed Series 7 Tutor

I cannot recommend Jason highly enough. This was my third attempt at taking the Series 7 exam, and after feeling discouraged and overwhelmed, he committed himself fully to helping me succeed. At eight months pregnant and with English not being my first language, I faced additional challenges, but he approached my situation with patience, encouragement, and unwavering support. He is incredibly knowledgeable about the material and has a remarkable ability to break down complex concepts into clear, understandable explanations. Whenever I struggled with a topic, he took the time to review it from different angles until I truly understood it — not just memorized it. His confidence in me never wavered, even during moments when I doubted myself. One of the most valuable resources he provided was access to his database of practice questions. This gave me an alternative study resource beyond the standard materials and helped me see the content in new ways. More than anything, he believed in me. His dedication, flexibility, and genuine care made all the difference in my preparation journey. I am incredibly grateful for his guidance and would wholeheartedly recommend him to anyone preparing for the Series 7 exam — especially those who may feel like the odds are against them.

Daniela, 15 lessons with Jason

Superb tutoring! It is about planning, organizing, prioritizing

Jason is the best tutor I have worked with. I have talked with four three other tutors and Jason's way of tutoring is very different from others. He has not only taught things piece by piece, but also connected various dots together into logic chains. This has helped me tremendously. Jason helped me organize the whole prep process by making actionable plans on daily basis. Among tons of reading materials, he prioritized topics that I definitely need to understand, and summarized the key points clearly and precisely. This saved a lot of time for me. I am very grateful for Jason's help!

Irene, 8 lessons with Jason

I passed my Series 63

Jason was an amazing tutor and made a huge difference in my success. I struggled with the Series 63 at first, but he helped me study more effectively, break down difficult concepts, and build confidence. My practice test scores steadily improved until I was finally able to pass the exam. It was especially helpful being able to text him with questions and get quick, clear explanations whenever I was stuck. I also really appreciated that he took notes during our study sessions, which helped keep everything organized and made reviewing easier. Beyond exam prep, Jason also helped me apply to various financial firms and revise and edit my resume, which was incredibly valuable. I plan to continue working with him as I prepare for my Series 65 and Series 7 exams. He is patient, knowledgeable, and genuinely invested in my success, and I highly recommend him to anyone pursuing a career in finance.

Blake, 29 lessons with Jason

Matt T - 4 sessions with Jason

I had been self studying for the past month for the SIE, when leading up to the week of my test I knew it would be beneficial to meet with a tutor and help drill concepts into my head that I knew I needed extra help with. I was lucky enough to find Jason who made confusing topics into simplified explanations helping me grasp the concepts better. I was able to pass my SIE on the first try and credit a ton of it to Jason for not only meeting with me early in the morning but creating me a tailored study plan as well as answering any questions I had throughout my day. I recommend Jason to anyone as he is extremely easy to get along with and knows how to help his students pass. Thank you Jason for helping me pass on my first exam and I definitely plan to continue on with Jason for the rest of my FINRA exams! Recently just passed my Series 66 after working with Jason! If you want the best, you have to work with Jason!

Matt, 8 lessons with Jason

Series 7

Jason's expertise and adaptability were invaluable to my Series 7 exam prep. I was juggling being a full time graduate school, having a full time job, and preparing for the Series 7. Jason built me two seperate study plans that listed out what I needed to do day by day to prepare for the exam. He made changes when my circumstances changed and built a plan to match my time commitments. Jason also tailored the plans to the study material I had already purchased. I came to Jason to prepare for my third attempt at the exam, because I knew I needed to lock down the material. Jason worked with me in our sessions and every session was tailored to what we realized I needed to work on. I plan to use Jason for my other licensing exams and can't thank him enough for the help he provided for the Series 7.

Graham, 11 lessons with Jason
Hourly Rate: $220
Response time: 11 minutes
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