DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

Jason Tilton Latham

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL | Clanton, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9e91c28-74e2-21e3-58df-8fff1b7949ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2006 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: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 29, 2003
First registration: Sep 27, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4665932

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
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	n/a	yes	ST. PETERSBURG, FL\|Clanton, AL	Current employment
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jul 8, 2010	Feb 13, 2013	no	TUSCALOOSA, AL	Previous registration
FIRST LEGACY SECURITIES, LLC	n/a	Sep 30, 2008	Jan 13, 2010	no	MONTGOMERY, AL\|HELANA, AL	Previous registration
SUNSET FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 27, 2006	Sep 26, 2008	no	HELENA, AL\|HELENA, AL	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
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
FIRST LEGACY SECURITIES, LLC	MORGAN KEEGAN & COMPANY, LLC	Jan 13, 2010	Jul 8, 2010	176	Firm change	Other
SUNSET FINANCIAL SERVICES, INC.	FIRST LEGACY SECURITIES, LLC	Sep 26, 2008	Sep 30, 2008	4	Firm change	Other

Relationships

Registered with (4)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Feb 13, 2013 to presentfactForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jul 8, 2010 to Feb 13, 2013factForm ADV
→ FIRST LEGACY SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 30, 2008 to Jan 13, 2010factForm ADV
→ SUNSET FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 27, 2006 to Sep 26, 2008factForm ADV

Dated events

No dated event names this entity yet.