Jason Vincent Kunz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Raymond James Financial Services,Inc
  Phoeniz, AZ
• 10/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Phoenix, AZ

Other Businesses

(1)Name of Business: Anasazi Investment Group Address: 11811 N Tatum Blvd Ste 2320, Phoenix, AZ, 85028, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 09/22/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Anasazi is the parent company for our office. (2)Name of Business: Kunz Wealth Management LLC Address: 11811 N Tatum Blvd Ste 2320, Phoenix, AZ, 85028, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/06/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Kunz Wealth Management LLC was set up to receive commission income from Raymond James Financial Services

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-01

Other Names

• Jason V. Kunz