Jason Grant
Jason Grant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norman, OK, 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
Firm Size
IM Fee
Assets Under Management
Location
131 East Main St, Suite 203, Norman, OK, 73069
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an insurance agent for multiple companies, including Aetna, Banner Insurance, Blue-Cross & Blue Shield of Texas, Collectibles Insurance Services, Fort Dearborn Life Insurance, GHS General Insurance Agency (Blue Cross & Blue Shield of Oklahoma), and Nautic Oklahoma, LLC. He dedicates minimal time to each of these activities, offering various insurance products such as Medicare supplements, health policies, term life insurance, and property insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations19 states
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