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Jason Robinson

Advisor at Raymond James Financial

Updated today

Location

Lancaster, NH 03584

Credentials

Series 66

Industry experience

11 years

About

Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones for 10 years and serves in the U.S. Army National Guard. Outside of advising, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

1 Middle Street

Lancaster, NH 03584

Most active in

New Hampshire · Texas

Work history

Raymond James Financial Services Advisors, Inc.

2024 - Present (2 years)

Raymond James Financial Services, Inc.

2024 - Present (2 years)

Edward Jones

2014 - 2024 (10 years)

U.S. Army National Guard

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan T

Series 66

Lancaster, NH

OSAIC Institutions, INC.

Ryan Thompson is a financial advisor with OSAIC Institutions, INC. based in Lancaster, NH. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm primarily operates with a non-discretionary asset management approach and provides a range of lending and cash-management options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Steven B

CFP®, Series 66

Littleton, NH

Ameriprise

Steven Bissonnette is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he is involved in custom guitar building, serves as chairman of the WIBC Bus Board, and is an ordained minister with the Universal Life Church. He also participates in local community activities, including helping at craft shows and volunteering as a train conductor at the Lancaster Fair. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research-driven strategies with tax-efficient withdrawal planning. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

James B

Series 66

Lancaster, NH

Edward Jones

James Benoit is a financial advisor with Edward Jones in Lancaster, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Portsmouth Naval Shipyard. Outside of advising, he manages rental property activities in Rochester, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning General estate planning guidance Founder/Business Owner
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Glenn G

Series 63, Series 65

Littleton, NH

LPL Financial

Glenn Gardner is a financial advisor with LPL Financial in Littleton, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial for 15 years and has been associated with SCF Investment Advisors, Inc. and SCF Securities, Inc. since 2018. Outside of his advisory role, Gardner is involved with Union Street Advisors LLC, providing tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment options, combining large-scale advisory capabilities with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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