Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Braun is a financial advisor with over 20 years of experience in the industry. Jason currently works with Raymond James Financial Services Advisors, Inc. in Glen Allen, VA. Jason has a strong track record of success in helping clients achieve their financial goals. Prior to joining Raymond James, Jason has worked with a variety of firms including Wells Fargo Advisors Financial Network, LLC, First Clearing, LLC and Scott & Stringfellow, Inc. Jason offers a wide range of services to his clients, including financial planning, portfolio management, and investment advisory services. Jason is also registered as a representative in Maryland and Virginia.
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
VA
08/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
VA
07/23/2004 - 08/30/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
MO
04/27/2000 - 06/14/2004
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
05/05/1999 - 03/24/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
12/14/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 07/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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