Jason Tiser is a registered investment advisor at Raymond James & Associates, INC., based in Monroe, LA, with 22 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
1900 North 18th Street, 7th Floor, Monroe, LA, 71201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a committee member on the St Frederick High School Finance Committee since August 2024. He reviews school financials and provides financial recommendations, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations14 states
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