Search
Jason J.'s Photo

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

5.0 (645 ratings)

1,941 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $220
Contact Jason
Response time: 9 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!

Read more

Education

New York University Tandon School of Engineering
Business

Additional Languages

Spanish

Policies

Schedule

Loading...

Sun

Mon

Tue

Wed

Thu

Fri

Sat

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.

See all of Jason ’s answers ›
Jason J.'s Photo

Questions? Contact Jason before you book.

Still have questions?

Contact Jason
Response time: 9 minutes

Ratings and Reviews

Rating

5.0 (645 ratings)
5 star
(644)
4 star
(0)
3 star
(0)
2 star
(0)
1 star
(1)

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

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, 7 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, 23 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

Patient, and highly knowledgeable

Prepping for my 3rd round of Series 7. 65, 70 and ....this round will be a PASS! Jason proactively helps to identify and address my weakest areas and simplifies it in ways to digest more easily.

Elizabeth, 5 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, 25 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
Hourly Rate: $220
Response time: 9 minutes
Contact Jason