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Michael Taras

12 Years of Experience
Jacksonville, FL
Broker

Michael Taras is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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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.
May 2022 - Present · 4 yrs
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
September 2019 - May 2022 · 2 yrs 8 mos
UBS Financial Services INC.Broker
August 2019 - May 2022 · 2 yrs 9 mos
Capital Analysts
April 2017 - August 2019 · 2 yrs 4 mos
Lincoln Investment
March 2017 - August 2019 · 2 yrs 5 mos
Lincoln InvestmentBroker
March 2017 - August 2019 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2013 - March 2017 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - March 2017 · 3 yrs 7 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Taras - Financial Advisor | TrueAdvisor