Jason Brian Baver
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Fulton BankJun 2008 to now
- Fulton Financial CorporationJun 2008 to now
- Raymond James Financial ServicesJun 2008 to now
- Specific SolutionsMar 2016 to Oct 2025
- Fulton Financial AdvisorsSep 2002 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257218
- Firm CRD
- 149018