Jason Petrie
Jason Petrie is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 27 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
15375 Memorial Drive, Suite 350, Houston, TX, 77079
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Lincoln Financial Distributors, INC.Broker
John Hancock Distributors LLCBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Capital Brokerage CorporationBroker
Enterprise Fund Distributors, INC.Broker
Arm Securities CorporationBroker
A I M Distributors, INC.Broker
State Registrations47 states
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