JF
CFA
JF
CFA

Jason Franzblau

12 Years of Experience
New York, NY
Broker

Jason Franzblau is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in New York, NY, 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

320 Park Avenue, Fl 9, New York, NY, 10022

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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.
November 2020 - Present · 5 yrs 6 mos
Raymond James & Associates, INC.Broker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2013 - December 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
June 2013 - December 2014 · 1 yr 6 mos
State Registrations3 states
NJNYOR
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.