JN
JN

Jason Nymark

20 Years of Experience
Dexter, MI
1 DisclosureBroker

Jason Nymark is a registered investment advisor at Raymond James & Associates, INC., based in Dexter, MI, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

Dexter, MI

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2017
Final
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2013 - Present · 13 yrs
Raymond James & Associates, INC.
March 2013 - Present · 13 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Guardian Investor Services LLCBroker
September 2012 - November 2012 · 2 mos
Franklin/templeton Distributors, INC.Broker
March 2005 - July 2012 · 7 yrs 4 mos
State Registrations27 states
AKALAZCACOCTFLIDILKYMAMDMIMNMTNCNJNVNYOHPASCTNVAWAWIWY
AdvisorBrokerBoth

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.

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