Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Brancazio is a financial advisor with Raymond James & Associates, Inc., where Jared has been employed since May 2016. Jared has been in the financial services industry since December 1997. Prior to joining Raymond James & Associates, Inc., Jared was employed by UBS Financial Services Inc. and McDonald Investments Inc. Jared is registered to provide investment advice in 23 states, including Florida and Texas. Jared is a board member of the Florida SouthWestern State College Foundation, where Jared serves on the Finance/Investment Committee.
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
FL
01/30/2018 - Present
Raymond James & Associates, Inc. (Fort Myers FL)
FL
02/09/2007 - 06/10/2016
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
03/24/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (FORT MYERS FL)
FL
12/10/1997 - 04/03/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
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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