Jason Dugan
Jason Dugan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montoursville, PA, with 19 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
190 Choate Circle, Suite B, Montoursville, PA, 17754
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the owner of Allegiance Tax Services, owner of Aspire Wealth Group (a branch DBA), the bookkeeper for First Baptist Church of Milton (dedicating about 10-20% of his time), and a partner in JLM Partners, LLC, a commercial real estate company where his office is located.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
M&t Securities, INC.Broker
State Registrations30 states
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