Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Newton is a financial advisor with Raymond James & Associates, Inc. Jason has been in the industry since October 2002 and is registered in South Carolina and Texas. Jason's previous employment includes roles with Wells Fargo Clearing Services, LLC and UVEST FINANCIAL SERVICES GROUP, INC.. Jason holds the Series 6, 7, 63 and 66 licenses. Jason is a CERTIFIED FINANCIAL PLANNER™. The firm, Raymond James & Associates, Inc., is headquartered in St. Petersburg, Florida and offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. The firm is registered with the Securities and Exchange Commission and has approximately $1 billion - $10 billion in assets under management.
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
SC
01/14/2020 - Present
Raymond James & Associates, Inc. (Florence SC)
SC
11/14/2006 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)
SC
10/13/2003 - 11/17/2006
UVEST FINANCIAL SERVICES GROUP, INC. (MARION SC)
MO
10/22/2002 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 10/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Newton is the right advisor for you? Invested Better is here to help.
