Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Scott is a registered representative and investment advisor representative. Jason has been in the financial services industry since 2001 and has been affiliated with Raymond James & Associates, Inc. since August 2022. Jason also works with Raymond James Financial Services Advisors, Inc. Jason has experience working with individual investors and businesses. Jason holds FINRA Series 7, 55, 57, and 63 licenses and is licensed to provide investment advice in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/22/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/01/2020 - 06/17/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
NJ
08/28/2017 - 05/02/2018
THE BENCHMARK COMPANY, LLC (RED BANK NJ)
NY
08/18/2016 - 08/02/2017
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
04/20/2015 - 06/30/2016
CRT CAPITAL GROUP LLC (New York NY)
NY
03/03/2008 - 04/20/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
06/02/2003 - 02/29/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/21/2001 - 05/21/2003
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
NY
05/18/1999 - 11/26/2001
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 05/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Scott is the right advisor for you? Invested Better is here to help.
