Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Abeles is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Jason has been in the industry since 2007 and has experience with Wells Fargo Advisors, LLC, JBS Liberty Securities, Inc., UVEST Financial Services Group, Inc., RBC Capital Markets Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason holds the Series 7, Series 9, Series 10, Series 63, Series 65 and Series 66 licenses. Jason specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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
01/23/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/19/2011 - 01/20/2015
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NC
10/06/2010 - 05/17/2011
JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)
FL
07/28/2009 - 12/31/2009
UVEST FINANCIAL SERVICES GROUP, INC. (PORT RICHEY FL)
NC
02/23/2009 - 08/04/2009
JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)
FL
02/01/2008 - 01/29/2009
RBC CAPITAL MARKETS CORPORATION (ST. PETERSBURG FL)
NC
04/27/2007 - 02/05/2008
JBS LIBERTY SECURITIES, INC. (CHARLOTTE NC)
NY
04/16/2002 - 01/17/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
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
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