One-on-One Tutoring
SIE, Series 3, 7, 63, 65, 66, 79 and More

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 these websites 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!

I worked with Jason to prepare for my Series 65, and I can confidently say he played a huge role in helping me pass. From the very first session, it was clear that Jason wasn’t just knowledgeable — he actually enjoys teaching. You could feel the energy. He used real-world analogies, broke down complex concepts, and always made sure things clicked — which was especially important for me, since I came into this with zero finance background. I’m not your typical Series 65 student. I didn’t start my career in financial services — I come from a completely different space. So when we hit the tougher material like options, derivatives, and taxation, it got real confusing, real fast. But even when my practice scores dipped, Jason stayed patient, consistent, and locked in on making sure I understood the material. He never wavered. That type of belief and structure made a big difference for me. In total, we spent over 80 hours together — and he showed up every time with the same focus and energy. He followed up, encouraged me between sessions, and truly felt like a partner in the process. Jason was built for this. If you’re preparing for the Series 65 or any other financial exam, I highly recommend working with him. He’s the real deal.

You want this tutor. Jason is one of the best teachers you can find and you will not regret doing a session with him. I worked with Jason after failing my series 7 the first time, I had no confidence and had major difficulty absorbing the large amount of content required to take the exam. Jason was able to break down complex concepts into a digestible and easy-to-understand level which helped me greatly when it came time to take the exam again. He is a man who puts genuine care into his work and fully devotes himself to each of his students to ensure they will not only pass but go into the exam with confidence. There are a lot of tutors on other sites, but none of them will give you a bang for your buck like he will. I’ve greatly enjoyed working with him for my series 7 and I plan to continue working with him for my following licenses because of the value he provides.

Jason 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!