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Jason Everett Robinson

Advisor at Raymond James Financial — Lancaster, NH

Updated today

Credentials

Series 66

Experience

11 years

Location

Lancaster, NH 03584

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation 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 finance, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and corporations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable services in municipal and public finance advisory.

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

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.

Location

See office

Lancaster, NH

1 Middle Street

Lancaster NH 03584

Advisors at this office

1

Most active in

New Hampshire · Texas

Work history

11 years of industry experience

Raymond James Financial Services Advisors, Inc.

2024 - Present • 2 years

Lancaster, NH

Raymond James Financial Services, Inc.

2024 - Present • 2 years

Lancaster, NH

Edward Jones

2014 - 2024 • 10 years

Lancaster, NH

U.S. Army National Guard

2008 - Present • 18 years

White River Junction, VT

Disclosures

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

Business activities & affiliations

user avatar

Ryan T

Series 66

Lancaster, NH

OSAIC Institutions, INC.

Ryan Thompson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a mix of discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive

James B

Series 66

Lancaster, NH

Edward Jones

James Benoit is a financial advisor at Edward Jones in Lancaster, NH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Portsmouth Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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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Danielle K

Series 65, Series 63

Dalton, NH

Raymond James & Associates

Danielle Knowlton is a financial advisor at Raymond James & Associates with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Wildcat Investment Value Fund. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary with client-directed implementation.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Glenn G

Series 63, Series 65

Littleton, NH

LPL Financial

Glenn Gardner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 36 years of industry experience. He has previously worked at Next Financial and Sentra Securities Corporation, among others. Outside of his advisory role, Gardner is involved in tax preparation and accounting services through Union Street Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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