Jason Slade
Jason Slade is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goodyear, AZ, 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
14950 W Indian School Road, Suite 180, Goodyear, AZ, 85395
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Regulatory History
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 ActivitiesSells Insurance
Jason is a partner in IALA Properties, which houses his Sun City West practice, and co-owns commercial real estate through S&T Properties. He also owns Legacy Financial Services Group and Slade Financial, PLLC, and sells non-variable life insurance for clients through Slade Financial, PLLC, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
Ing Financial Advisers, LLCBroker
State Registrations48 states
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