Jason Robert Januska
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2026 to now
- First Investments and PlanningJan 2026 to now
- First National Bank of OmahaJan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- UnemployedMar 2025 to Jan 2026
- Charles Schwab & Co., Inc.Dec 2022 to Mar 2025
- TD Ameritrade Investment Management, Inc.Aug 2019 to May 2021
- TD Ameritrade, Inc.Sep 2017 to May 2024
- Nylife Securities LLCFeb 2015 to Jul 2017
- New York Life Insurance CompanyJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 6374427
- Firm CRD
- 149018