Jason WindhamCRD 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.
Lpl Financial LLC
Lpl Financial LLC
Geneos Wealth Management, Inc.
|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|
Total Assets Under Management214MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$678,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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