JM
JM

Jeffrey Mason

37 Years of Experience
Decatur, IL
Broker

Jeffrey Mason is a registered investment advisor at Raymond James & Associates, INC., based in Decatur, IL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

101 South Main Street, Suite 301, Decatur, IL, 62523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

J owns Brechnitz Group LLC, created for RJ Select Office, dedicating minimal time. J also owns Fire in the Sky, LLC, a vacation rental property, spending minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2006 - Present · 20 yrs 1 mo
Raymond James & Associates, INC.
April 2006 - Present · 20 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
Morgan Stanley Dw INC.Broker
July 2003 - April 2006 · 2 yrs 9 mos
Morgan Stanley
July 2003 - April 2006 · 2 yrs 9 mos
Raymond James Financial Services
March 1999 - July 2003 · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - July 2003 · 4 yrs 6 mos
Robert Thomas Securities, INCBroker
January 1992 - January 1999 · 7 yrs
Kemper Securities Group, INC.Broker
September 1990 - February 1992 · 1 yr 5 mos
Blunt Ellis & Loewi IncorporatedBroker
May 1989 - September 1990 · 1 yr 4 mos
Wayne Hummer & CO.Broker
August 1988 - May 1989 · 9 mos
State Registrations35 states
AKALAZCACOFLGAIAIDILINKYMAMDMIMNMOMTNCNENJNMNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.