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Credentials
Series 66
Experience Industry experience
10 years
Location
Three Rivers, CA 93271
Raymond James Financial
Institution
Jaison Norton is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role, he worked at Edward Jones for six years. Norton is also involved in education, serving as a professor with Gorman Learning Center and Proximity Learning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and advisory services supported by analytical tools and offers unique municipal and public-finance capabilities.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Three Rivers, CA
44143 N Fork Drive
Three Rivers CA 93271
Advisors at this office
1
California · Texas
10 years of industry experience
Gorman Learnin
2024 - Present • 2 years
Three Rivers, CA
Proximity Learnin
2024 - 2024 • 1 year
Three Rivers, CA
Norton Investments, Inc.
2022 - Present • 4 years
Three Rivers, CA
Raymond James Financial Services Advisors, Inc.
2022 - Present • 4 years
Three Rivers, CA
Raymond James Financial Services, Inc.
2022 - Present • 4 years
Three Rivers, CA
Edward Jones
2016 - 2022 • 6 years
St Louis, MO
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Exeter, CA
Ameritas Advisory Services, LLC
Michael Young is a financial advisor with Ameritas Advisory Services, LLC, holding one year of industry experience. He has a background in business operations as president of two companies: 20/20 Employee Benefits, which sells group health insurance and Medicare plans, and Artletic Apparel, a manufacturer of running and cycling apparel. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts.
ChFC®, Series 66
Visalia, CA
OSAIC
Bruce Geiger is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services Inc. for nine years. He also operates a sole proprietorship focused on outside sales of insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers a range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
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