Jason JoeCRD Number: 5343783
Current Firm: Raymond James & Associates, Inc.
Jason Joe (CRD# 5343783) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Carson City, NV and has over 10 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Raymond James & Associates||Carson City, NV||Jan 2017 - Current||1|
|Valic Financial Advisors, Inc.||Houston, TX||Jul 2015 - Jan 2017||1|
|Next Financial Group||Houston, TX||Sep 2014 - Jul 2015||< 1|
|Unemployed||Lakeland, TN||Dec 2013 - Sep 2014||< 1|
|Scottrade, Inc.||Lubbock, TX||May 2008 - Dec 2013||5|
|Unemployed||Lakeland, TN||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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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