JP
CFP
JP
CFP

Jason Pryor

21 Years of Experience
Lexington, KY
Broker

Jason Pryor is a CFP-designated registered investment advisor, based in Lexington, KY, with 21 years of industry experience.

Location

3225 Summit Square Place Suite 200, Lexington, KY, 40509

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason is an associate/employee at Fresca Keller Wealth, a DBA name for the RIA setup through Raymond James, dedicating about half his time to it. He is also an associate/employee at Vine Street Private Wealth & Family Office, working on a new DBA name and website development, dedicating about a quarter of his time to it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
July 2009 - November 2024 · 15 yrs 4 mos
UBS Financial Services INC.Broker
July 2009 - November 2024 · 15 yrs 4 mos
UBS Financial Services INC.
November 2005 - May 2009 · 3 yrs 6 mos
UBS Financial Services INC.Broker
November 2005 - May 2009 · 3 yrs 6 mos
Morgan Stanley
September 2004 - November 2005 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
May 2004 - November 2005 · 1 yr 6 mos
State Registrations19 states
CAFLGAIDILINKYMINCNMNVNYOHORSCTNVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Pryor - Financial Advisor | TrueAdvisor