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Jason Whittier

Raymond James & Associates, Inc.

Burlington, MA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-07-09
  • CT RA
    APPROVED
    Since 2020-07-09

Branch Locations

20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 03/2013 07/2020
Bank Of America N.A. Burlington MA 01/2014 07/2020
Raymond James & Associates, Inc. Burlington MA 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-30
S63 Uniform Securities Agent State Law Examination 2011-10-06
  • S65 Uniform Investment Adviser Law Examination
    2013-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-10-06
Other Names
  • Jason M Whittier

View on SEC IAPD

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