Unclaimed
Jaison Gary Norton is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jaison is a Series 7 and Series 66 licensed professional who has been in the financial industry since 2016. Jaison is currently registered with the state of California and Texas as an investment advisor representative (IAR). Jaison has previously been employed with EDWARD JONES in VISALIA, CA. Jaison offers various financial services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Three Rivers CA)
CA
08/10/2016 - 09/20/2022
EDWARD JONES (VISALIA CA)
BOTH
Issued 08/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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