Jason Thomas Mellor
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$390BFirm assets
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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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2026 to now
- Raymond James Financial Services, Inc.Oct 2026 to now
- Cetera Investment Advisers LLCAug 2023 to Oct 2026
- Cetera Wealth Services, LLCAug 2023 to Oct 2026
- Allied Wealth PartnersAug 2019 to Oct 2026
- Minnesota Life Insurance CoAug 2019 to Aug 2023
- Securian Financial Services IncAug 2019 to Aug 2023
- MML Investors Services, LLC - Creative Risk ManagementMar 2017 to Aug 2019
- Metlife Securities Inc.Jan 2015 to Aug 2019
- Msi Financial Services, Inc.Jan 2013 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2795200
- Firm CRD
- 149018