Jason Daeger
Jason Daeger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarkesville, IN, 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
Firm Size
IM Fee
Assets Under Management
Location
227 E. Lewis & Clark Pkwy, Clarkesville, IN, 47129
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2009Regulatory
June 2009Employment Separation After Allegations
July 2008Other Business Activities
Jason works as a financial advisor and officer (Vice President) at Stock Yards Bank & Trust since 2018, dedicating about half of his time. He also works for Stock Yards Financial Services and Stock Yards Investment Services as a financial advisor, dedicating about half of his time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations14 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.