JG
JG
Jason Goldberg
28 Years of Experience
Cincinnati, OH
1 DisclosureBroker
Jason Goldberg is a registered investment advisor at Raymond James & Associates, INC., based in Cincinnati, OH, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
400 E Business Way, Suite 101, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1999Settled
Other Business Activities
Jason is a partner in 1819 Real Estate LLC, an entity created to sign a lease agreement for a new RJAS Branch. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Raymond James & Associates, INC.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - November 2013 · 5 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2013 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.
January 2001 - January 2008 · 7 yrs
A. G. Edwards & Sons, INC.Broker
November 2000 - January 2008 · 7 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
August 1997 - December 2000 · 3 yrs 4 mos
State Registrations32 states
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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.