Jason Kristof is a registered investment advisor at Raymond James & Associates, INC., based in Cary, NC, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
175 Regency Woods Pl, Suite 450, Cary, NC, 27518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is employed by Leith Inc as a product specialist for Audi Cary since 2017. He spends about 10-20% of his time on this role, demonstrating products to customers on Saturdays.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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