Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Vincent Kunz is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Phoenix, Arizona. Jason has been in the financial services industry for over 20 years and is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Jason holds the Series 6, 7, 9, 10, 63 and SIE licenses and is a registered principal with Raymond James Financial Services Advisors, Inc. Jason's experience and expertise in financial planning, portfolio management and other advisory services make him a valuable resource for individuals, businesses, and institutions.
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
AZ
04/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (PHOENIX AZ)
AZ
10/08/2010 - 09/29/2014
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/15/2003 - 10/11/2010
EDWARD JONES (SCOTTSDALE AZ)
CA
08/13/2002 - 07/08/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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