Jason Stanley
Jason Stanley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Liberty Hill, TX, with 16 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
1905 Loop 332, Liberty Hill, TX, 78642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a partner in BCSJ Holdings, LLC, which holds a passive investment, and owns a rental property. He is also an officer and partner/founder of Oak Crest Advisors, dedicating about a quarter to half of his time, and the owner of Oak Crest Financial LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations50 states
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