Jason Windham, financial advisor Baton Rouge  LA
96 score

Jason Windham

CRD Number: 3051908
Current Firm: Shobe & Associates, Inc.

Jason Windham (CRD# 3051908) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge , LA and has over 19 years of experience in the finance industry. Jason Windham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crim-top, LLC Baton Rouge, LA Sep 2014 - Current 3
Shobe Realty Investments, LLC Baton Rouge, LA Dec 2011 - Current 6
Ohana Investments Group, LLC Baton Rouge, LA Aug 2011 - Current 6
Single Source Employee Education, LLC Baton Rouge, LA Apr 2010 - Current 8
Edsa Group Ii, LLC Baton Rouge, LA Apr 2010 - Current 8
Raymond James Financial Services, Inc. Baton Rouge, LA Oct 1998 - Current 19
The Edsa Group Baton Rouge, LA Oct 1998 - Current 19
Shobe & Associates Inc. Baton Rouge, LA Oct 1998 - Current 19
Independent Insurance Sales Agent Baton Rouge, LA Oct 1998 - Current 19
Financial Benefits, Inc. Baton Rouge, LA Oct 1998 - Jan 2018 19
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Nov 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Jason P. Windham
Phone Number: 225-763-7010
Firm Website: http://www.shobe.com/
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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