Jason Newnham
Jason Newnham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Linn, OR, with 21 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
1750 Blankenship Road, Suite 210, West Linn, OR, 97068
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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 Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Bofa Advisors, LLC
Columbia Management Distributors, INC.Broker
State Street Research Investment Services, INC.Broker
Columbia Funds Distributor, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations22 states
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