JF
JF

Jason Frischknecht

18 Years of Experience
St. Petersburg, FL
Broker

Jason Frischknecht is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, 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
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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2020 - February 2022 · 1 yr 8 mos
Morgan StanleyBroker
May 2020 - February 2022 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
May 2015 - April 2020 · 4 yrs 11 mos
Wells Fargo Advisors, LLC
April 2013 - April 2015 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - April 2015 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
December 2010 - January 2011 · 1 mo
E*trade Securities LLCBroker
December 2007 - November 2010 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jason Frischknecht - Financial Advisor | TrueAdvisor