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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J bret? Claim Your ProfileJ Bret Mason is a financial advisor with Raymond James & Associates, Inc. based in Decatur, Illinois. J Bret Mason has been in the industry since 1988 and has a long history of experience with multiple firms including Morgan Stanley DW Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Kemper Securities Group, Inc., Blunt Ellis & Loewi Incorporated, and Wayne Hummer & Co. J Bret Mason is registered as a broker-dealer and investment advisor and is licensed to conduct business in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/08/2008 - Present
Raymond James & Associates, Inc. (Decatur IL)
IL
07/18/2003 - 04/24/2006
MORGAN STANLEY DW INC. (TAYLORVILLE IL)
FL
01/04/1999 - 07/18/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/30/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
09/04/1990 - 02/18/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
05/10/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
08/25/1988 - 05/08/1989
WAYNE HUMMER & CO.
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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