Jason I. Wotman
Profile
Mr. Jason I.
Wotman is a Research Analyst at National Securities Corp.
Prior to joining National Securites, Mr. Wotman was employed at Joseph Stevens as a Research Associate.
He began his market experience at Citigroup/Smith Barney, where he honed trading strategies and discovered his penchant for research and market analysis.
Mr. Wotman attended Vanderbilt University, where he majored in Human and Organizational Development and minored in Corporate Strategy.
Former positions of Jason I. Wotman
| Companies | Position | End |
|---|---|---|
National Securities Corp. (Broker)
 National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Analyst-Equity | 31/12/2009 |
Joseph Stevens Securities
 Joseph Stevens Securities Investment Banks/BrokersFinance Founded in 1993, Joseph Stevens Securities is the primary broker subsidiary of Joseph Stevens & Co., Inc. They are located in New York City. The firm is a full service investment banking firm specializing in providing trading and investment strategies for high net-worth individuals, professional investors, hedge funds, money mangers and institutional investors. They specialize in the US capital markets, both stocks and bonds, and have expertise in short and long term strategies, hedging risk and increasing return using options, shorting equities when appropriate and private placement opportunities. Josephs Stevens' analysts specialize in unbiased fundamental research, highly sophisticated technical analysis and portfolio review. They publish an internal daily report summarizing their views on the market and upcoming economic events along with analysis on a host of stocks including best picks. Joseph Stevens has a proven ability in calling the direction of the market and a reputation for picking undervalued companies for short-term trading along with the ability to identify longer-term investing strategies. The firm does not rely on investment banking fees from public companies and their research staff derives no interest or benefits resulting from investment banking. | Analyst-Equity | - |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Joseph Stevens Securities
Joseph Stevens Securities Investment Banks/BrokersFinance Founded in 1993, Joseph Stevens Securities is the primary broker subsidiary of Joseph Stevens & Co., Inc. They are located in New York City. The firm is a full service investment banking firm specializing in providing trading and investment strategies for high net-worth individuals, professional investors, hedge funds, money mangers and institutional investors. They specialize in the US capital markets, both stocks and bonds, and have expertise in short and long term strategies, hedging risk and increasing return using options, shorting equities when appropriate and private placement opportunities. Josephs Stevens' analysts specialize in unbiased fundamental research, highly sophisticated technical analysis and portfolio review. They publish an internal daily report summarizing their views on the market and upcoming economic events along with analysis on a host of stocks including best picks. Joseph Stevens has a proven ability in calling the direction of the market and a reputation for picking undervalued companies for short-term trading along with the ability to identify longer-term investing strategies. The firm does not rely on investment banking fees from public companies and their research staff derives no interest or benefits resulting from investment banking. | Finance |
National Securities Corp. (Broker)
National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Finance |
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