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Jason Skike

6 Years of Experience
Carmel, IN
Broker

Jason Skike is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 6 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

11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118

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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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Other Business Activities

Jason is involved in two rental real estate businesses, one started in August 2024 and the other in March 2023. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
September 2019 - January 2024 · 4 yrs 4 mos
Edward JonesBroker
June 2019 - January 2024 · 4 yrs 7 mos
State Registrations16 states
AZFLIAIDILINKSLAMONCNENYORTXUTWA
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.