Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stanley has been in the financial services industry since 2009. Jason is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative. Jason also has a current registration with the state of Texas as an Investment Advisor Representative. Jason previously worked for EDWARD JONES. Jason is a Series 66, Series 7, and SIE licensed professional. Jason offers portfolio management services for individuals and businesses. Jason is also a financial planner and offers educational seminars. Jason works out of the Liberty Hill, Texas office of Raymond James Financial Services Advisors, 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
TX
01/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (LIBERTY HILL TX)
TX
12/17/2009 - 01/05/2018
EDWARD JONES (LIBERTY HILL TX)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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