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Jason Robinson

11 Years of Experience
Lancaster, NH
Broker

Jason Robinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, NH, with 11 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

1 middle Street, Lancaster, NH, 03584

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason owns and operates Silver Cricket Christmas Tree Farm, dedicating a few hours per week to activities like trimming, mowing, and planting. He also works at Silver Cricket Wealth Management LLC, providing investment advice and planning, which takes about half of Jason's time or more.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
February 2015 - July 2024 · 9 yrs 5 mos
Edward JonesBroker
December 2014 - July 2024 · 9 yrs 7 mos
State Registrations20 states
AZCACOCTFLGAIDMAMNMONHNJNYPASCTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Robinson - Financial Advisor | TrueAdvisor