JC
JC

Jason Claycomb

30 Years of Experience
Bowling Green, KY
Broker

Jason Claycomb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bowling Green, KY, with 30 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

996 Wilkinson Trace, Suite C6, Bowling Green, KY, 42103

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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.

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Other Business Activities

Jason is an owner of Claycomb Wealth Management, Inc., a support company. He dedicates a few hours per week to this business, none of which are during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 2000 - Present · 26 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2000 - Present · 26 yrs 4 mos
Previous Registrations
Raymond James Financial Services
June 2002 - January 2009 · 6 yrs 7 mos
J.C. Bradford & CO.Broker
August 1996 - February 2000 · 3 yrs 6 mos
Olde Discount CorporationBroker
August 1995 - September 1996 · 1 yr 1 mo
State Registrations32 states
AKALARAZCACOCTFLGAIAINKYLAMAMDMIMOMSNCNJNYOHOKPARISCSDTNTXUTVAWA
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.
Jason Claycomb - Financial Advisor | TrueAdvisor