Jason Mamalis
Jason Mamalis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 18 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
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns JLM Investments, LLC, established in 2023 for holding personal property, dedicating minimal time. He is also the owner of JR Wealth Management LLC, a support company, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations11 states
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