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Jason Seder is a Financial Consultant at Florida Financial Advisors, LLC and has been registered with the SEC since June 2024. Jason is a Registered Investment Advisor with licenses in Florida, North Carolina and Texas. Jason holds a Series 65 license and a SIE license. The firm's main office is located in Tampa, Florida. Florida Financial Advisors, LLC is a Registered Investment Advisor with over 4500 clients. The firm's clients include individuals, high net worth individuals and other investment advisors. Florida Financial Advisors, LLC offers financial planning services, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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NC
07/26/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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