Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stuart Newnham is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Lake Oswego, Oregon. Jason has been in the industry since 2004, working with a variety of clients, including individuals, families, businesses, and retirement plans. Jason holds Series 6, 7, 63, and 65 licenses and has been registered with FINRA and the SEC. Jason is also registered in several states across the US, including Oregon, Washington, Texas, and more. In addition to financial advising, Jason also owns Perspectives Wealth LLC, a business that provides investment-related services.
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
OR
11/25/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
MA
06/29/2017 - 10/22/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
05/01/2010 - 06/23/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/02/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/17/2004 - 10/26/2004
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/19/2004 - 06/02/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
01/17/2001 - 07/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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