Jason Latham
Jason Latham is a registered investment advisor at Raymond James & Associates, INC., based in Clanton, AL, with 22 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
Clanton, AL
Get directionsHistory
Regulatory History (1)
Regulatory
December 2010Other Business Activities
Jason owns agricultural land and occasionally provides equipment/services to other farms, dedicating about 10-20% of his time to this. He also works as a bookkeeper for Blow-Out Tire Co., Inc., spending a few hours per week on payroll and financial reports.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
First Legacy Securities, LLC
First Legacy Securities, LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations53 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.