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Jason Shell

Raymond James Financial Services Advisors, INC
26 Years of Experience
Huntersville, NC
1 DisclosureBroker
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Jason Shell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntersville, NC, with 26 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16315-A Northcross Drive, Huntersville, NC, 28078

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason is the managing member of RT Property Management, LLC, which holds rental real estate, dedicating a few hours per week to this activity. He also owns Shell Wealth Management, Inc., a RJFS support company, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Raymond James Financial Services
August 2008 - January 2009 · 5 mos
C. F. Parks & CO., INC.
June 2005 - August 2008 · 3 yrs 2 mos
Commonwealth Financial NetworkBroker
April 2005 - July 2008 · 3 yrs 3 mos
Wachovia Securities Financial Network, LLC
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities Financial Network, LLCBroker
July 2003 - March 2005 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 1999 - July 2003 · 3 yrs 10 mos
State Registrations11 states
ALAZCOFLINKYNCNMOHSCVA
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.
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