JM
JM

Jason Mikeska

20 Years of Experience
Victoria, TX
2 DisclosuresBroker

Jason Mikeska is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Victoria, TX, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 South Main Street, Victoria, TX, 77901

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History

Regulatory History (2)
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.
Customer Dispute
August 2019
Settled
Customer Dispute
July 2014
Denied
Other Business Activities

Jason is an associate/employee at Prosperity Bank as a financial advisor since 2016, dedicating about 10-20% of his time. He is also an associate/employee at Prosperity Private Investments as a financial advisor since 2019, dedicating about half his time or more.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2016 - Present · 9 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - December 2016 · 2 yrs 11 mos
Cetera Investment Services LLC
August 2011 - January 2014 · 2 yrs 5 mos
Cetera Investment Services LLCBroker
June 2005 - December 2016 · 11 yrs 6 mos
State Registrations15 states
AKAZCACOFLMAMNNCNMOKORPASCTXVA
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.