Jason Blount (CRD# 2235348) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mechanicsville, VA and has over 31 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cold Harbor Financial | Mechanicsville, VA | Apr 2019 - Current | 5 |
| Non-variable Insurance | Mechanicsville, VA | Aug 2014 - Current | 9 |
| Real Estate | Hatteras, NC | May 2013 - Current | 10 |
| Raymond James Financial Services, Inc. | Mechanicsville, VA | Feb 2013 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | Mechanicsville, VA | Feb 2013 - Current | 11 |
| Real Estate | Mechanicsville, VA | May 2013 - Apr 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- VA
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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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