Jason Abeles, financial advisor Saint Petersburg FL

Jason Abeles

CRD Number: 4508553
Current Firm: Raymond James & Associates, Inc.

Jason Abeles (CRD# 4508553) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Bank Saint Petersburg, FL Jul 2022 - Current 1
Raymond James & Associates, Inc. Saint Petersburg, FL Jul 2022 - Current 1
Raymond James & Associates, Inc. Sarasota, FL Jan 2015 - Jul 2022 7
Raymond James Bank Sarasota, FL Jan 2015 - Jul 2022 7
Wells Fargo Advisors LLC Jacksonville, FL May 2011 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Jason N. Abeles
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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