Jason Shell
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. 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
16315-A Northcross Drive, Huntersville, NC, 28078
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2005Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
C. F. Parks & CO., INC.
Commonwealth Financial NetworkBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations10 states
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.