Jason Legrand Slade

Current Employers

Employment History

• 12/2010 → 04/2026
  Raymond James Financial Services
  Goodyear, AZ
• 01/2009 → 04/2026
  Raymond James Financial Services Advisors, Inc.
  Sun City, AZ
• 07/2017 → 11/2020
  Everest Home Health And Hospice
  Goodyear, AZ
• 04/2026 → Present
  Oneseven
  Beachwood, OH
• 04/2026 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2011-08-09 → 2026-04-02
  Raymond James Financial Services Advisors, Inc
  Goodyear, AZ
  Goodyear, AZ

Other Businesses

1. S/T Properties ? Name of Business: S/T Properties ? Address: 13801 W Camino Del Sol, Sun City West ? Nature of Business: Commercial rental real estate ownership ? Position/Title: Owner / Partner ? Investment Related: Yes ? Start Date: (confirm - previously reported 07/29/2019) ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Co-owner of commercial real estate property that may generate rental or investment income. 2. IALA Properties ? Name of Business: IALA Properties ? Address: 13801 W Camino Del Sol, Sun City West ? Nature of Business: Real estate holding company ? Position/Title: Owner / Partner ? Investment Related: Yes ? Start Date: 03/27/2015 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Ownership interest in entity that may generate rental or investment income. 3.Legacy Advisors, LLC ? Name of Business: Legacy Advisors, LLC ? Address: 14950 W. Indian School Rd, Suite 180, Goodyear, AZ 85395 ? Nature of Business: Business support entity ? Position/Title: Owner ? Investment Related: No ? Start Date: (confirm - previously reported 01/01/2013) ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Used to receive advisory compensation, manage payroll, and handle business expenses. 4.Slade Financial PLLC ? Name of Business: Slade Financial PLLC ? Address: 14950 W. Indian School Rd, Suite 180, Goodyear, AZ 85395 ? Nature of Business: Business support entity ? Position/Title: Owner / Insurance Agent ? Investment Related: Yes ? Start Date: (confirm - previously reported 12/08/2010) ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Passive entity for tax/compensation purposes 5.Independent Insurance Agent ? Name of Business: Independent license - may operate through Slade Financial PLLC ? Address: 14950 W. Indian School Rd, Suite 180, Goodyear, AZ 85395 ? Nature of Business: Sale of insurance products ? Position/Title: Insurance Agent ? Investment Related: Yes ? Start Date: 01/01/2013 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Recommend and sell insurance products to clients and receive commissions. 6.Litchfield Park Library Association (Volunteer Role) ? Name of Business: Litchfield Park Library Association ? Address: 101 W. WigWam Blvd Litchfield Park AZ 85340 ? Nature of Business: Non-profit community organization ? Position/Title: Vice President ? Investment Related: No ? Start Date: 2008 ? Hours per Month: 1 hour monthly

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-02
• S63 Uniform Securities Agent State Law Examination
  1998-09-04