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

5.0 (536 ratings)

1,520 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $190
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Response time: 29 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 ($190/hr) or in person ($380/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

Schedule

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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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Jason J.'s Photo

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Still have questions?

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Response time: 29 minutes

Ratings and Reviews

Rating

5.0 (536 ratings)
5 star
(535)
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1 star
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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

5 Stars

Jason was an incredible tutor who made every concept click — especially options, which he broke down in a way that finally made sense. He had awesome memory tricks and simple ways to remember formulas that I was actually using during the exam. He kept every session engaging and made me feel super confident going in. I’d highly recommend him to anyone studying for the Series 7 or any finance exam.

Camden, 8 lessons with Jason

Really cares and knows his stuff!

Jason is a very great tutor and very invested in his students success! He keeps you on track and makes sure you leave your lesson feeling confident in what you're learning.

Kathleen, 16 lessons with Jason

A savior

My daughter was panicking pre-test. Previous tutor didn’t connect with her. Reached out to Jason late on a Sunday evening and he reached right back. Set up a session for the following Monday and four subsequent sessions pretest. She passed! Jason was calming and patient in addition to being an excellent tutor. Hands down the best!

Stephen, 4 lessons with Jason

Successful Under Jason's Tutelage

I passed the Series 7 thanks to Jason! Jason has equipped me with his expertise, tools and the knowledge that I needed to pass the Series 7 exam! He dissected each challenge I began with. I went from lights out to lights going on, and staying on - from a confused basic options novice to an advanced options Jedi. I went into the exam prepared and confident! I am so grateful to have had this learning experience with Jason which clearly was a good return on my investment!

Serena , 8 lessons with Jason

Super helpful and knowledgeable for all series exams

Jason was one of the main reasons I passed my three tests (63, SIE, 79). I came to him when I needed help preparing, and he gave me his undivided attention in each of our lessons. We would go over key concepts and common questions, and I saw progress very fast. I highly recommend him to anyone who is struggling with studying and is especially better with visual learning.

Leah, 33 lessons with Jason

Phenomenal Tutor

Jayson is a great tutor and actually cares if you pass. Very professional and will help you pass if you put forth the effort. He breaks down key terminology and helps it make sense by helping you understand the concepts. Will definitely be using him for my 66!

Ryan, 8 lessons with Jason

First Class Tutor for Series 66

After months of stressful studying attempting to figure out easier ways to interpret the language and concepts of the Series 66 exam as well as gain few extra points to be more confident, I decided to reach out to Jason and ask for help. As soon as the first session concluded, I knew I was in for a beneficial experience. Jason's creative test-taking strategies and helpful questions resulted in an immediate improvement on my test scores. He is a kind and intelligent tutor who creates confident environment for his clients. I was able to confidently pass my Series 66 exam and without Jason's assistance, I would have had a much more difficult time finding my own ways to pass. If you need a tutor, I highly recommend booking a session with Jason!

JORDAN, 12 lessons with Jason

Series 7

Jason is the best! Phenomenal tutor who truly is an expert in his field. Passed series 7 with Jason and without doubt will continue to utilize his expertise for series 63 & 65. He took time to tailor lessons around areas I was struggling with and provided super helpful tips, tricks, and memory aids that I used in the testing center! 10/10 recommend.

Zach, 9 lessons with Jason

Smart and wisely

I just wanted to take a moment to sincerely thank you Jason for your time, patience, and support while helping me prepare for the Series 7 exam. Your ability to break down complex concepts and keep me focused made a huge difference in my understanding and confidence. I truly appreciate the effort you put into tailoring each session to my needs and for keeping me encouraged throughout the process. Your guidance made this challenge much more manageable, and I’m incredibly grateful. Thank you again for being such a knowledgeable and supportive tutor.

Sudha, 9 lessons with Jason
Hourly Rate: $190
Response time: 29 minutes
Contact Jason