Jason Abeles
Jason Abeles is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 18 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
2 N Tamiami Trail, Suite 804, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a bookkeeper for SRQ Thunder baseball, a travel baseball team, since 2022. He dedicates a few hours per week to managing the team.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Synergy Investment Group, LLC
Jbs Liberty Securities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Jbs Liberty Securities, INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Jbs Liberty Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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