Jason SgrignoliCRD Number: 4445425
Current Firm: Raymond James Financial Services Advisors, Inc.
Jason Sgrignoli (CRD# 4445425) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Kimmel & Associates||Upland, CA||Apr 2015 - Current||2|
|Baseline Wealth Services, Lld||Upland, CA||Oct 2012 - Current||4|
|Foothill Networking Pro's, Bni||Rancho Cucamonga, CA||Jul 2010 - Current||7|
|Raymond James Financial Services||Claremont, CA||Apr 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Claremont, CA||Apr 2010 - Current||7|
|Lone Eagle Wealth Services, LLC||Claremont, CA||Oct 2010 - Aug 2012||1|
|Morgan Stanley Smith Barney||Clarmont, CA||Jun 2009 - Apr 2010||< 1|
|Citigroup Global Markets Inc.||Claremont, CA||Jul 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
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)
- 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
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