JH
JH

Jason Hancock

8 Years of Experience
Salt Lake City, UT
Broker

Jason Hancock is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1371 E 2100 South, Suite 215, Salt Lake City, UT, 84104

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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 Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
September 2023 - March 2025 · 1 yr 6 mos
Morgan StanleyBroker
March 2023 - March 2025 · 2 yrs
E*trade Capital Management, LLC
September 2021 - September 2023 · 2 yrs
E*trade Securities LLCBroker
June 2021 - September 2023 · 2 yrs 3 mos
Goldman Sachs & CO. LLCBroker
May 2018 - January 2020 · 1 yr 8 mos
E*trade Capital Management, LLC
July 2016 - May 2017 · 10 mos
E*trade Securities LLCBroker
July 2016 - May 2017 · 10 mos
TD Ameritrade, INC.
November 2014 - July 2016 · 1 yr 8 mos
Amerivest Investment Management, LLC
November 2014 - July 2016 · 1 yr 8 mos
TD Ameritrade, INC.Broker
November 2014 - July 2016 · 1 yr 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jason Hancock - Financial Advisor | TrueAdvisor