Jason William Russell Maccallum

Employer firm

Raymond James (Usa) Ltd. CRD 25853

$1.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2000 → 09/2016
  Macdougall Macdougall Mactier
  Montreal, Quebec
• 10/2016 → Present
  Raymond James Ltd.
  Montreal, Quebec
• 01/2017 → Present
  Raymond James (Usa) Ltd.
  Montreal, Quebec

Other Businesses

RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. JASON MACCALLUM IS LOCATED AT 2600-100 DE LA GAUCHETIERE OUEST, MONTREAL QUEBEC Canada H3B 4W5 AND HAS BEEN EMPLOYED SINCE October 1, 2016. HE IS A FULL TIME AGENT AND HIS TITLE WITH RJL IS "FINANCIAL ADVISOR". HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES and PORTFOLIO MANAGEMENT SERVICES 2. ST. ANDREW'S SOCIETY OF MONTREAL LOCATED AT 1195 SHERBROOKE ST W, MONTREAL QUEBEC CANADA. IS NOT INVESTMENT RELATED. THE START DATE OF THE ACTIVITY IS MAY 5, 2017. UPDATE: TITLE OF PRESIDENT HAS FINISHED ITS TERM AS OF MAY 14, 2019. IS NOW NOTED AS PAST PRESIDENT WITH NO DAY TO DAY ACTIVITIES. HE IS ALSO STILL INVOLVED WITH SOCIETY AS A VOLUNTEER FOR CHARITABLE EVENTS. I DEVOTE 2 HOURS A WEEK TO THIS ACTIVITY OUTSIDE BUSINESS AND TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  1998-11-13

Other Names

• Jason Maccallum