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Jason Hearn

Raymond James & Associates, INC.
13 Years of Experience
Phoenix, AZ
1 DisclosureBroker
View SEC Summary
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Jason Hearn is a registered investment advisor at Raymond James & Associates, INC., based in Phoenix, AZ, with 13 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Phoenix, AZ

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History

Regulatory History (1)
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Financial
November 2024
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.
March 2022 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
November 2013 - November 2021 · 8 yrs
Edward JonesBroker
June 2012 - November 2021 · 9 yrs 5 mos
State Registrations1 state
AZ
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.
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