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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 Whittier is a financial advisor with Raymond James & Associates, Inc. Jason has been in the financial industry since 2011 and holds Series 6, 7, 63 and 65 licenses. Jason also holds the SIE license. Prior to joining Raymond James, Jason was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander Securities LLC. Jason provides financial planning, portfolio management and other advisory services to 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.
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
MA
07/09/2020 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
05/03/2013 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
09/19/2012 - 04/01/2013
SANTANDER SECURITIES LLC (WALTHAM MA)
MA
09/07/2011 - 09/19/2012
LPL FINANCIAL LLC (PEABODY MA)
IA
Issued 08/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2011
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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