JH
JH

Jason Holland

17 Years of Experience
Melbourne, FL
1 DisclosureBroker

Jason Holland is a registered investment advisor, based in Melbourne, FL, with 17 years of industry experience.

Location

6767 N Wickham Road, Ste 502, Melbourne, FL, 32940

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2019
Denied
Other Business Activities

Jason owns and manages two rental properties in Florida since 2015 and 2016. He spends minimal time on these activities, collecting rent and coordinating repairs.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Truist Advisory Services, INC.
August 2016 - October 2025 · 9 yrs 2 mos
Suntrust Investment Services, INC.
August 2016 - December 2016 · 4 mos
Truist Investment Services, INC.Broker
July 2016 - October 2025 · 9 yrs 3 mos
PNC Investments
December 2009 - August 2016 · 6 yrs 8 mos
PNC InvestmentsBroker
December 2009 - August 2016 · 6 yrs 8 mos
Chase Investment Services CORP.
May 2009 - December 2009 · 7 mos
Chase Investment Services CORP.Broker
May 2009 - December 2009 · 7 mos
Wamu Investments, INC.
March 2009 - May 2009 · 2 mos
Wamu Investments, INC.Broker
December 2008 - May 2009 · 5 mos
State Registrations14 states
ARFLGAKYMDMTNCNENVNYOHPATXWA
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 Holland - Financial Advisor | TrueAdvisor