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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Goode is a financial advisor with Raymond James Financial Services Advisors, Inc., based in SAINT PETERSBURG, FL. Jason has been in the industry since 2007 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Jason holds Series 7, 24, 66 and SIE licenses. Jason has held previous roles at EDWARD JONES, MORGAN STANLEY and RAYMOND JAMES & ASSOCIATES, INC..
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
12/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
03/19/2021 - 12/02/2021
MORGAN STANLEY (Tampa FL)
FL
05/04/2020 - 11/25/2020
EDWARD JONES (St Petersburg FL)
FL
08/02/2017 - 05/04/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/31/2007 - 04/29/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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