Jay Massow (CRD# 2216192) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mesa, AZ and has over 32 years of experience in the finance industry. Jay Massow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
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Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massow Wealth Strategies | Mesa, AZ | Feb 2014 - Current | 10 |
| N/a | Mesa, AZ | Feb 2014 - Current | 10 |
| Raymond James Financial Services Advisors, Inc. | Mesa, AZ | Jan 2009 - Current | 15 |
| Gma Properties | Mesa, AZ | Jan 2006 - Current | 18 |
| Draney Management Services Dba Ps Referral Company | Phoenix, AZ | Jan 2003 - Current | 21 |
| Raymond James Financial Services, Inc. | Gilbert, AZ | Jan 1997 - Current | 27 |
| Plumb Realty | Mesa, AZ | Feb 2006 - Dec 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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