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Jason Thomas Buford

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
3 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

13 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.May 2025 to now
  2. First National Bank of OmahaMay 2025 to now
  3. Raymond James Financial Services, Inc.May 2025 to now
  4. Umb BankJan 2024 to May 2025
  5. Umb Financial Services, IncJan 2024 to May 2025
  6. Convergence FinancialDec 2022 to Jan 2024
  7. LPL Financial LLCDec 2022 to Jan 2024
  8. Umb Financial Services, Inc.Jan 2017 to Nov 2022
  9. Umb BankJun 2013 to Dec 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017
  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, 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
5514579
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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