Jason Mamalis (CRD# 5321770) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
CRD# 4223891
Morgan Stanley
Score
103
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Fort Lauderdale, FL | Jun 2014 - Current | 3 |
| Raymond James Financial Services, Inc. | Fort Lauderdale, FL | May 2014 - Current | 3 |
| Wells Fargo Advisors LLC | Boca Raton, FL | May 2010 - May 2014 | 4 |
| Suntrust Investment Services, Inc. | Palm Beach, FL | May 2007 - May 2010 | 3 |
| Suntrust Bank | Boynton Beach, FL | Dec 2005 - May 2010 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- FL
-
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)
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.