Jaden Tate
Jaden Tate is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 3 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
Firm Size
IM Fee
Assets Under Management
Location
8311 W. Sunset Road, Suite 260, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Noblebridge Wealth
MML Investors Services, LLC
MML Investors Services, LLCBroker
Thrivent Investment Management INC.Broker
State Registrations29 states
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.