Jason McGrew (CRD# 2660493) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elizabethtown, KY and has over 26 years of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 5533580
Lpl Financial LLC
CRD# 4737382
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yellow Cardinal Brokerage Services | Elizabethtown, KY | Jun 2019 - Current | 4 |
| First Financial Bank | Elizabethtown, KY | Apr 2018 - Current | 6 |
| First Financial Bank | Elizabethtown, KY | Apr 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Elizabethtown, KY | Feb 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Elizabethtown, KY | Jun 2012 - Current | 11 |
| Mainsource Bank | Elizabethtown, KY | Feb 2017 - Apr 2018 | 1 |
| First Service Capital Management | Elizabethtown, KY | Jan 2015 - Feb 2017 | 2 |
| First Federal Savings Bank | Elizabethtown, KY | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- KY
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
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