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 | 2 |
| 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
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Total Assets Under Management64,210MILLIONS
-
Total Number of Accounts224,839ACCOUNTS
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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
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