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Jamie Renee Mason

Client 1St Advisory Group

Dunedin, FL

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Current Employers
Client 1St Advisory Group

963 Highland Avenue, Dunedin, FL 34698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-10

Branch Locations

963 Highland Avenue, Dunedin, FL 34698 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Tampa FL 09/2015 01/2017
Snyder Financial Group Tampa FL 02/2017 12/2018
Unemployed St. Petersburg FL 01/2019 06/2019
Raymond James Financial Services, Inc Tampa FL 07/2019 09/2019
Raymond James Financial Services Advisors Inc. Tampa FL 09/2019 04/2021
Waller & Wax Advisors, Inc. Tampa FL 07/2019 04/2021
Ars Wealth Advisors St. Petersburg FL 04/2021 07/2021
Ars Wealth Advisors Group, Llc St. Petersburg FL 07/2021 05/2025
Client 1St Advisory Group Dunedin FL 07/2025 Present
  • 09/2015 → 01/2017
    Mercer Global Advisors
    Tampa, FL
  • 02/2017 → 12/2018
    Snyder Financial Group
    Tampa, FL
  • 01/2019 → 06/2019
    Unemployed
    St. Petersburg, FL
  • 07/2019 → 09/2019
    Raymond James Financial Services, Inc
    Tampa, FL
  • 09/2019 → 04/2021
    Tampa, FL
  • 07/2019 → 04/2021
    Waller & Wax Advisors, Inc.
    Tampa, FL
  • 04/2021 → 07/2021
    St. Petersburg, FL
  • 07/2021 → 05/2025
    Ars Wealth Advisors Group, Llc
    St. Petersburg, FL
  • 07/2025 → Present
    Dunedin, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-28
S65 Uniform Investment Adviser Law Examination 2015-11-24
  • S63 Uniform Securities Agent State Law Examination
    2019-10-28
  • S65 Uniform Investment Adviser Law Examination
    2015-11-24
Designations
Other Names
  • Jamie Pennington
  • Jamie Renee Pennington

View on SEC IAPD

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