Jason Matthew Dugan

Current Employers

Employment History

• 09/2011 → Present
  Raymond James Financial Services
  Montoursville, PA
• 09/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Montoursville, PA
• 01/2018 → Present
  Aspire Wealth Group
  Montoursville, PA

Previous Registrations

• 2009-06-01 → 2011-09-29
  Morgan Stanley
  Mountoursville, PA
  Williamsport, PA
• 2007-06-13 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mountoursville, PA

Other Businesses

(1)Name of Business: Allegiance Tax Services Address: 190 Choate Cir, Ste B, Montoursville, PA, 17754-9701, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities will be purely managerial and administrative in nature such as payroll and accounts payable. I will not be handling payments or working with clients for the tax practice. (2)Name of Business: Aspire Wealth Group Address: 190 Choate Cir Ste B, Montoursville, PA, 17754, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch DBA Name (3)Name of Business: First Baptist Church of Milton Address: 316 Golf Course Road, Milton, PA, 17847, United States Activity Type: Religious Position/Title: Bookkeeper Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked to act as the Assistant Financial Secretary for the church. My responsibilities would include processing payroll for the staff, paying bills, reconciling bank statements, creating budgets, and working with financial statements. (4)Name of Business: JLM Partners, LLC Address: 130 Gearhart Road, Watsontown, PA, 17777, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/03/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Liability Company for the sole purpose of owning commercial real estate where my RJFS office is located.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-08
• S63 Uniform Securities Agent State Law Examination
  2006-05-22

Designations

Other Names

• Jason M Dugan