Edii Rose Mason
Investment adviser representative at Raymond James (USA) Ltd
10 yearsExperience
1 stateRegistered in
$2BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Raymond James (USA) Ltd.Aug 2025 to now
- Raymond James Ltd.Feb 2025 to now
- UnemployedDec 2024 to Feb 2025
- Youth Challenge InternationalSep 2024 to Dec 2024
- RBC, Royal TrustSep 2023 to Aug 2024
- Interval House of OttawaJun 2022 to Aug 2023
- NulogyMay 2022 to Dec 2023
- University of GenevaSep 2021 to Jan 2024
- Queen's University Career ServicesJun 2021 to Sep 2021
- Camp HurontarioMay 2021 to Jul 2021
- Queen's University Math DepartmentSep 2020 to Apr 2021
- Sodexo CanadaOct 2019 to Apr 2020
- Statistics CanadaSep 2018 to Aug 2019
- Sodexo CanadaJan 2017 to Apr 2018
- Queen's UniversitySep 2016 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 8151121
- Firm CRD
- 25853