Unclaimed
Jason Edward Claycomb has been a registered investment advisor since August 1995. Jason is a Registered Representative and Investment Advisor Representative. He has experience in the financial industry, with a focus on providing services for individuals, corporations and pension and profit-sharing plans. Jason Edward Claycomb has a strong track record of success in the financial industry. He is committed to helping clients achieve their financial goals. He is a member of Raymond James Financial Services Advisors, Inc., a firm with a strong reputation for providing comprehensive financial services. Jason Edward Claycomb is dedicated to providing clients with personalized financial advice. He is committed to understanding each client's unique needs and goals, and he takes the time to develop a customized plan to help 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.
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
FL
01/21/2016 - Present
Raymond James Financial Services Advisors, Inc. (Orlando FL)
NY
08/30/1996 - 02/08/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MI
08/21/1995 - 09/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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