Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bradley Jones is a financial advisor at Raymond James & Associates, Inc. Jason has been working in the financial services industry since 2008 and holds licenses to operate in multiple states. His career has included work at companies like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allstate Financial Services, LLC, and OneAmerica Securities, Inc. He is currently registered as a Registered Representative. Jason holds a Series 7, Series 6, Series 63, and Series 66 license. Jason is passionate about helping clients reach their financial goals.
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
OH
06/02/2021 - Present
Raymond James & Associates, Inc. (Dublin OH)
OH
10/11/2019 - 06/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
SC
07/25/2018 - 10/03/2019
ALLSTATE FINANCIAL SERVICES, LLC (Fort Mill SC)
IN
04/29/2008 - 10/09/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
07/23/2002 - 11/08/2002
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2002
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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