JM
CFP
JM
CFP

Jay Massow

34 Years of Experience
Mesa, AZ
2 DisclosuresBrokerSells Insurance

Jay Massow is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mesa, AZ, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1635 North Greenfield Road, Suite 138, Mesa, AZ, 85205

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2003
Denied
Customer Dispute
September 2002
Closed-No Action
Other Business ActivitiesSells Insurance

Jay owns an office building and rental real estate through GMA Properties. He also owns Massow Wealth Strategies as a branch support company and is an insurance agent through Massow Wealth Strategies Inc., dedicating a few hours per week to insurance activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1997 - Present · 29 yrs 4 mos
Raymond James Financial Services, INC.
January 1997 - Present · 29 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2014 · 5 yrs 11 mos
Raymond James Financial Services
September 2005 - January 2009 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
March 1992 - January 1997 · 4 yrs 10 mos
American Express Financial Advisors INC.Broker
March 1992 - January 1997 · 4 yrs 10 mos
State Registrations37 states
AKAZCACOFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOKORPAPRTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jay Massow - Financial Advisor | TrueAdvisor