Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lane Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. Jason has been in the industry for over 5 years and is registered with the state of Georgia and several others. Jason holds the Series 7, Series 66, and SIE licenses and specializes in providing a wide range of financial services, including financial planning, portfolio management, and pension consulting. Jason's previous employment was with Edward Jones.
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
GA
01/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree City GA)
GA
07/12/2018 - 01/31/2023
EDWARD JONES (PEACHTREE CITY GA)
BOTH
Issued 08/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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