Jason Spatafora, financial advisor Groveland FL

Jason Spatafora

CRD Number: 6768536
Current Firm: Edward Jones

Jason Spatafora (CRD# 6768536) is an Investment Advisor Representative working at Edward Jones in Groveland, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2021 - Current 2
Suncoast Credit Union Tampa, FL Oct 2021 - Dec 2021 < 1
Cuna Brokerage Services Inc. Waverly, IA Sep 2021 - Dec 2021 < 1
Regions Bank Bushnell, FL Nov 2020 - Sep 2021 < 1
Pruco Securities LLC Orlando, FL Aug 2020 - Nov 2020 < 1
Unemployed Groveland, FL May 2020 - Jul 2020 < 1
Edward Jones Groveland, FL Oct 2019 - Apr 2020 < 1
Ameriprise Financial Services Inc. Orlando, FL Nov 2018 - Sep 2019 < 1
Edward Jones Clermont, FL Apr 2017 - Nov 2018 1
Spectrum Reach Advertising Leesburg, FL Dec 2015 - Mar 2017 1
Time Warner Media Wilmington, DE May 2014 - Sep 2015 1
Via Media Orlando, FL Oct 2013 - May 2014 < 1
Light Power Solutions-utility Management Boone, NC Oct 2008 - May 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Jason A. Spatafora
Phone Number: 314-515-2000
Registered State(s):
  • AL
  • AR
  • CA
  • FL
  • GA
  • IA
  • KY
  • LA
  • NC
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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