Jason Scott Stanley

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

• 11/2009 → 01/2018
  Edward Jones
  St. Louis, MO
• 01/2018 → Present
  Raymond James Financial Services, Inc.
  Liberty Hill, TX
• 01/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Liberty Hill, TX
• 01/2018 → Present
  Oak Crest Financial Llc
  Liberty Hill, TX

Previous Registrations

• 2010-01-05 → 2018-01-05
  Edward Jones
  St Louis, MO
  Liberty Hill, TX
  Leander, TX

Other Businesses

(1)Name of Business: BCSJ Holdings, LLC Address: 1905 Loop 332, Liberty Hill, TX, 78642-4207, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 11/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: There are no day to day responsibilities for this, it will be an entity that holds a passive investment. So other than tax return filings there are no operations (2)Name of Business: Jason stanley rental house Address: 121 Oak Trail Dr, Georgetown , TX, 78628, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/03/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a single family residence that I rent out (3)Name of Business: Oak Crest Advisors, LLC Address: 1905 Loop 332, Liberty Hill, TX, 78642, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner/ founder of Oak Crest Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30

Other Names

• Jason Stanley
• Jason Scott Stanley