Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowEdii Mason is a financial advisor with Raymond James (USA) Ltd. and holds a Series 65 designation. Mason has been with Raymond James since 2025 and has prior experience at RBC Royal Trust, Interval House of Ottawa, and Youth Challenge International. Mason also has an academic background linked to Queen's University and the University of Geneva. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers discretionary and non-discretionary asset management through its Ambassador wrap-fee program, emphasizing asset allocation, diversification, and long-term investing supported by in-depth market research.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
< 1 year of industry experience
Raymond James (USA) Ltd.
2025 - Present • 1 year
Toronto
Raymond James Ltd.
2025 - Present • 1 year
Toronto
Unemployed
2024 - 2025 • 1 year
Toronto
Youth Challenge International
2024 - 2024 • 1 year
Toronto
RBC, Royal Trust
2023 - 2024 • 1 year
Toronto
Interval House of Ottawa
2022 - 2023 • 1 year
Ottawa
Nulogy
2022 - 2023 • 1 year
Toronto
University of Geneva
2021 - 2024 • 3 years
Geneva
Queen's University Career Services
2021 - 2021 • 1 year
Kingston
Camp Hurontario
2021 - 2021 • 1 year
Toronto
Queen's University Math Department
2020 - 2021 • 1 year
Kingston
Sodexo Canada
2019 - 2020 • 1 year
Kingston
Statistics Canada
2018 - 2019 • 1 year
Ottawa
Sodexo Canada
2017 - 2018 • 1 year
Kingston
Queen's university
2016 - 2021 • 5 years
Kingston
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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