Jason Mcgrew
Jason Mcgrew is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, KY, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
2900 Dolphin Drive, Suite 300, Elizabethtown, KY, 42702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is an associate/employee at First Financial Bank since 2018, spending minimal time in a financial advisor role. He is also an associate/employee at Yellow Cardinal Brokerage Services since 2019, dedicating about half of his time as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Aquila Distributors, INC.Broker
Raymond James Financial Services, INC.Broker
J.C. Bradford & CO.Broker
Prudential Securities IncorporatedBroker
State Registrations16 states
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.