JD
CFA
JD
CFA

Jason Dimeo

15 Years of Experience
Winter Haven, FL
BrokerSells Insurance

Jason Dimeo is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Haven, FL, with 15 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

373 E Central Avenue, Winter Haven, FL, 33880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is an associate/employee at All Seasons Wealth, dedicating minimal time. He also owns Superior Insurance Partners, LLC, spending a few hours per week on overall business strategy.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
December 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - December 2010 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - December 2010 · 6 mos
State Registrations27 states
ALCACOCTDEFLGAHIILMAMDMEMINCNENJNYOHOKPARISCTNTXVAWIWV
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.