Jason Everett Robinson

Financial advisor at Raymond James Financial Services Advisors, Inc · Lancaster, NH

Last updated 2026-10-10

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Jason Everett Robinson is a financial advisor at Raymond James Financial Services Advisors, Inc in Lancaster, NH, CRD 6416954. Licenses and exams on the registration: Series 66. IAPD registration began 2015-02-12.

Registration

CRD number
6416954
Registration status
Active
IAPD registration
2015-02-12
Industry Experience
11 years
Work Experience
18 years
States registered
NH, TX

Licenses and exams

  • Series 66

Work history

  • 2014-11 to 2024-07 · Edward Jones · Lancaster, NH
  • 2008-09 to Present · U.S. Army National Guard · White River Junction, VT
  • 2024-09 to Present · Raymond James Financial Services, Inc. · Lancaster, NH
  • 2024-09 to Present · Raymond James Financial Services Advisors, Inc. · Lancaster, NH

Current employment

SEC IAPD record for Jason Everett Robinson

Raymond James Financial Services Advisors, Inc

Regulatory AUM
$390,042,864,529
Registered advisors
6,739
Offices
4,986
Clients per advisor
75.4 (Moderate)
Average AUM per client
$767.1K (Low)
High-net-worth client ratio
18.0% (Moderate)

Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments

About

Jason Everett Robinson is a financial advisor at Raymond James Financial Services Advisors, Inc in Lancaster, NH. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 18 years of reported work history. Reported roles include Raymond James Financial Services, Inc., U.S. Army National Guard, Edward Jones.

SEC disclosures list additional business and community activities: (1)name Of Business: Silver Cricket Christmas Tree Farm Address: 386 North Rd.

Raymond James Financial Services Advisors, Inc's firm-level Form ADV reports 6,739 advisors across 4,986 offices; approximately 75.4 clients per advisor, average assets per client of $767,138, and regulatory AUM of $390B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Raymond James Financial Services Advisors, Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

1 Middle Street, Lancaster, NH 03584

1 advisor at this office.

Raymond James office in Lancaster, NH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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