Jason Kunz
Jason Kunz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 23 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
11811 North Tatum Blvd, Suite 3051, Phoenix, AZ, 85028
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business Activities
Jason is an independent contractor and owner of Anasazi Investment Group, the parent company for his office, and spends minimal time on it. He is also an officer and president of Kunz Wealth Management LLC, which was set up to receive commission income from Raymond James Financial Services, and spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
State Registrations25 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.