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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 Michael Shell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Huntersville, NC. Jason has been in the industry since 1999 and is registered as a broker-dealer and investment advisor. He holds Series 7 and Series 63 licenses, as well as the Series 65 license. Jason is a Certified Financial Planner and has specialized in retirement planning, investment management and college savings for over 20 years. Jason has also worked with clients on insurance and estate planning, and real estate investments.
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
NC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HUNTERSVILLE NC)
NC
04/07/2005 - 07/23/2008
COMMONWEALTH FINANCIAL NETWORK (SALISBURY NC)
MO
07/24/2003 - 03/16/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
09/27/1999 - 07/28/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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