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

5.0 (626 ratings)

1,841 hours tutoring

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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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Ratings and Reviews

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5.0 (626 ratings)
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Reviews

By far the best tutor out there

I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentations for their students. Jason talks to you before the meeting and creates custom slides just for you at every meeting. Not only does he strengthen you as a test taker, but he makes the topics you struggle with 10x easier as he lays it in front of you with his custom slides. You can text him whenever regarding scheduling a new lesson, and exactly what you want to go over for that session. But most importantly you can tell he cares about you and does everything possible to help you succeed. He is very motivating and ultimately a great contact to have for the future!

Sean, 3 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

Series 7/SIE With Jason

I was struggling with my SIE after I failed my first attempt. I met with Jason for tutoring for my second go around and nailed it. Knew the ins and outs of all investment vehicles and practices of the people in the industry. He really helps paint a picture for what is really happening instead of just giving a black and white outline. He truly wants his students to succeed and I could not have done without him. I continued my tutoring with Jason for the Series 7 and passed my first attempt again with his tremendous help. I highly recommend if you are struggling deeply understanding the material, he puts it in great perspective.

Jared, 23 lessons with Jason

Great tutor

Jason is an excellent tutor for the Series 66. He explained everything in a clear, easy-to-understand way and has a teaching style that really clicked. Concepts that were confusing before finally made sense. I highly recommend Jason for anyone preparing for this exam — knowledgeable, patient, and great at breaking things down.

Raymond, 4 lessons with Jason

Top Notch!!!

Just passed the Series 7 this morning due to Jason's methodical approach to preparation for the exam. Jason is incredibly effective at not only explaining complex topics but diagnosing and addressing weaknesses, which is KEY to success with the Series 7 exam. In addition to facilitating mastery of the topics, Jason taught me to systematically implement crucial test-taking strategies in order to tactically optimize my scores. I cannot recommend him enough and will be returning to him for help with my remaining required licensing exams.

Sam, 4 lessons with Jason

Series 6 Exam Help

I struggled numerous times to pass my series 6 examination. Once I started looking for outside help I found Jasons profile. As soon as we started our conversation, we clicked he was a perfect fit. Jason is a great resource for extra help and great on test taking strategies along with additional insights on how to pass the exam I was studying for.He built me an entire study road map along with challenging but fair review questions and one on one sessions. Jason's always there to help, professional, and personable. I will be using his services in the future as he is a great resource and person to count on if you are struggling. Again I can't thank him enough and I highly recommend him.

Chickie, 12 lessons with Jason

Can’t recommend enough!

Jason was incredible. After failing the Series 7, he helped me rebuild my confidence with clear explanations, personalized study plans, and steady encouragement. I passed both the Series 7 and Series 63 thanks to his guidance. Highly knowledgeable, patient, and truly dedicated—can’t recommend him enough.

Justin, 9 lessons with Jason

The VERY BEST TUTOR!

If you want to pass the Series 7- Jason is the very BEST tutor you can hire! My daughter had failed the first time and needed a tutor. And thank god for Jason! Not only was he knowledgeable, but he was patient, kept her on task, taught her key exam strategies and was accessible for all of her questions even outside of their sessions! Jason was totally vested in her passing. My only regret is that we did not hire him the first time around. I know there are a lot of tutors out there, but if you want the very best, the person who knows the series 7, but more importantly will be completely vested in making sure you are ready to take the exam and pass- Jason is that guy! He is worth it!

Kris, 19 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!

Matt, 7 lessons with Jason

outstanding

Outstanding time spent Jason‘s syllabus is the anchor to help me get to passing on this test. Well worth the price and he shows up.

Thomas, 19 lessons with Jason