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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JAMIE RENEE MASON

Advisor at CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL

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Search this name across graphsid dfx:ria:7186ccab-d2b7-466d-bf5b-b08bc66b69b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLIENT 1ST ADVISORY GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 24, 2015
First registration: Dec 2, 2015
Dual registered: no
Other names: JAMIE PENNINGTON|JAMIE RENEE PENNINGTON
IAPD individual key: 5915104

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLIENT 1ST ADVISORY GROUP	Independent wealth	Jul 10, 2025	n/a	yes	DUNEDIN, FL	Current employment
ARS WEALTH ADVISORS	Independent wealth	Jul 21, 2021	Apr 29, 2025	no	St. Petersburg, FL	Previous registration
ARS WEALTH ADVISORS	Former SEC adviser	May 25, 2021	Jul 1, 2021	no	St. Petersburg, FL	Previous registration
WALLER & WAX ADVISORS, INC.	n/a	Nov 19, 2019	Apr 16, 2021	no	TAMPA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 27, 2019	Apr 14, 2021	no	TAMPA, FL	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Sep 29, 2017	Dec 31, 2018	no	TAMPA, FL\|ATLANTA, GA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 2, 2015	Jan 12, 2017	no	Tampa, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARS WEALTH ADVISORS	CLIENT 1ST ADVISORY GROUP	Apr 29, 2025	Jul 10, 2025	72	Firm change	RIA to RIA
ARS WEALTH ADVISORS	ARS WEALTH ADVISORS	Jul 1, 2021	Jul 21, 2021	20	Channel change	RIA to RIA
WALLER & WAX ADVISORS, INC.	ARS WEALTH ADVISORS	Apr 16, 2021	May 25, 2021	39	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WALLER & WAX ADVISORS, INC.	Apr 14, 2021	Nov 19, 2019	-512	Firm change after gap	Other
THE STRATEGIC FINANCIAL ALLIANCE	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 31, 2018	Sep 27, 2019	270	Firm change	Ibd to ibd
MERCER GLOBAL ADVISORS INC.	THE STRATEGIC FINANCIAL ALLIANCE	Jan 12, 2017	Sep 29, 2017	260	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
124185:314882:FL:2021-07-01	Jul 1, 2021	Jul 21, 2021	ST PETERSBURG, FL	Firm change

Relationships

Registered with (7)

→ CLIENT 1ST ADVISORY GROUPRegistered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ ARS WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 21, 2021 to Apr 29, 2025factForm ADV
→ ARS WEALTH ADVISORSRegistered adviserregistration: previous registration
May 25, 2021 to Jul 1, 2021factForm ADV
→ WALLER & WAX ADVISORS, INC.Registered adviserregistration: previous registration
Nov 19, 2019 to Apr 16, 2021factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 27, 2019 to Apr 14, 2021factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Sep 29, 2017 to Dec 31, 2018factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Dec 2, 2015 to Jan 12, 2017factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
Jamie Renee Mason left Ars Wealth Advisors for Client 1St Advisory Group (registered 2025-07-10)
Form ADVobserved 3 days ago