Jason Zaks
Jason Zaks is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Main Street, Suite 2400, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a volunteer officer (Sr. Vice President since 2018) and board member at Old Town Club, a social/country club, assisting with strategy. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations23 states
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