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Jason Scott

24 Years of Experience
St. Petersburg, FL
Broker

Jason Scott is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
April 2020 - June 2022 · 2 yrs 2 mos
The Benchmark Company, LLCBroker
August 2017 - May 2018 · 9 mos
Aegis Capital CORP.Broker
August 2016 - August 2017 · 1 yr
Crt Capital Group LLCBroker
April 2015 - June 2016 · 1 yr 2 mos
Sterne, Agee & Leach, INC.Broker
March 2008 - April 2015 · 7 yrs 1 mo
Oppenheimer & CO. INC.Broker
June 2003 - February 2008 · 4 yrs 8 mos
Gerard Klauer Mattison & CO., INC.Broker
November 2001 - May 2003 · 1 yr 6 mos
First Albany CorporationBroker
May 1999 - November 2001 · 2 yrs 6 mos
State Registrations1 state
FL
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.