Unclaimed
Jason Harris is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Tomball, TX. Jason has been in the financial services industry since October 2014. Jason holds Series 7 and 66 securities licenses as well as the SIE exam. Jason has experience working with individuals, corporations and other businesses, insurance companies, and charitable organizations. Jason offers a variety of services, including financial planning, portfolio management, and educational seminars. Jason is committed to helping clients achieve 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
TX
02/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (Tomball TX)
TX
10/20/2014 - 02/06/2019
EDWARD JONES (Spring TX)
BOTH
Issued 01/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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