Jason MathisCRD Number: 5935635
Current Firm: Raymond James Financial Services Advisors, Inc.
Jason Mathis (CRD# 5935635) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Camp Hill, PA and has over 6 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Raymond James Financial Services Advisors Inc.||Camp Hill, PA||May 2015 - Current||2|
|Raymond James Financial Services||Camp Hill, PA||May 2015 - Current||2|
|Edward Jones||St. Louis, MO||Jun 2011 - May 2015||3|
|Unemployed||Montoursville, PA||Oct 2010 - Jun 2011||< 1|
|Presidium Medical||Los Angeles, CA||May 2009 - Oct 2010||1|
|Malee Law Firm||Williamsport, PA||Aug 2008 - May 2009||< 1|
|Dickenson School Of Law||Carlisle, PA||Aug 2005 - Aug 2008||3|
|Dickinson Elder Law Clinic||Carlisle, PA||Jan 2007 - Apr 2008||1|
|Adams County District Attorney||Gettysburg, PA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV