JB
JB

Jason Blount

33 Years of Experience
Mechanicsville, VA
Broker

Jason Blount is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mechanicsville, VA, with 33 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
Loading...

Location

8052 Elm Drive, Suite J-1 - P.O. Box 848, Mechanicsville, VA, 23111

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jason is the 100% owner of Cold Harbor Financial, a support company, and spends minimal time on it. He also owns rental real estate, which is investment-related, and spends minimal time collecting rent.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2013 - Present · 13 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2013 - January 2013 · 0 mos
Mutual of Omaha Investor Services, INC.
April 2004 - February 2013 · 8 yrs 10 mos
Mutual of Omaha Investor Services, INC.Broker
August 1992 - February 2013 · 20 yrs 6 mos
State Registrations7 states
CAFLINNCSCTXVA
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.