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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tilton Latham is a financial advisor with over 19 years of experience in the industry. Jason is registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Previously, Jason worked with Morgan Keegan & Company, Inc. Jason has experience providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Jason has passed a number of industry exams including Series 7, 6, 63, 66, 24, 9, 10, and 26.
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
02/13/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AL
07/08/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
AL
09/30/2008 - 01/13/2010
FIRST LEGACY SECURITIES, LLC (HELANA AL)
AL
09/16/2003 - 09/26/2008
SUNSET FINANCIAL SERVICES, INC. (HELENA AL)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2003
Series 6 - Investment Company Products/Variable Contracts 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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