Jamie
Mason
Ars Wealth Advisors
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About this Advisor
Jamie Mason is a certified financial planner who works out of Saint Petersburg, Florida, with a total of 2 years of relevant experience. Mason works at Ars Wealth Advisors. During their career, Mason has held roles at Raymond James Financial, Snyder Financial Group, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Waller & Wax Advisors, Inc, Ars Wealth Advisors, Ars Wealth Advisors Group, LLC and Mercer Global Advisors. Mason holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Ars Wealth Advisors is an advisory business operating out of Saint Petersburg, FL. It has a total of 24 advisors. It oversees $1 billion in assets under management across its 2,316 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,316 accounts, 65% are associated with high-net-worth investors who have more than $1 million in investable assets. Ars Wealth Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Ars Wealth Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ars Wealth Advisors Brokerage Details
$1,094,316,443
24
2,316
$472,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jamie Mason Work History
Jamie has been registered as a financial advisor for 2 years.*
Ars Wealth Advisors Group, LLC
Ars Wealth Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Waller & Wax Advisors, Inc
Snyder Financial Group
Mercer Global Advisors
Raymond James Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamie Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ars Wealth Advisors
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Gainesville, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
