Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Thomas Blount is a financial advisor with Raymond James Financial Services Advisors, Inc. Based in Mechanicsville, VA, Jason has been in the industry since 1992. Jason works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jason has been registered as a Broker-Dealer and Investment Advisor Representative in Virginia since 2013. Jason has also been registered in Florida, North Carolina, and South Carolina as a Broker-Dealer. In addition to his work with Raymond James Financial Services Advisors, Inc., Jason is also the owner of Cold Harbor Financial, a support company, and a rental real estate business.
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
VA
02/19/2013 - Present
Raymond James Financial Services Advisors, Inc. (MECHANICSVILLE VA)
VA
08/11/1992 - 02/15/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MECHANICSVILLE VA)
VA
01/15/2013 - 01/22/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MECHANICSVILLE VA)
IA
Issued 03/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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