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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JASON MARTIN SCHLESINGER

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

San Francisco, CA

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Search this name across graphsid dfx:ria:f4698221-92c9-ceef-c805-163a37ff6140

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 21, 1998 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: Apr 14, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 14, 1998
First registration: Sep 21, 1998
Dual registered: yes, broker-dealer
Other names: JASON SCHLESINGER
IAPD individual key: 2967765

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	Sep 3, 2026	n/a	yes	San Francisco, CA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 22, 2020	Sep 11, 2026	no	Chatham, MA\|Mill Valley, CA	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Mar 7, 2011	Feb 14, 2020	no	Mill Valley, CA\|ROSEVILLE, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Mar 10, 2011	no	SAN FRANCISCO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 2, 2009	Jan 3, 2011	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 16, 2008	Nov 3, 2009	no	SAN LEANDRO, CA\|SAN FRANCISCO, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 21, 1998	Apr 14, 2008	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	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
UBS FINANCIAL SERVICES INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 11, 2026	Sep 3, 2026	-8	Firm change	Wirehouse to ibd
ROBERT W. BAIRD & CO. INCORPORATED	UBS FINANCIAL SERVICES INC.	Feb 14, 2020	Jan 22, 2020	-23	Firm change	RIA to wirehouse
WELLS FARGO ADVISORS	ROBERT W. BAIRD & CO. INCORPORATED	Mar 10, 2011	Mar 7, 2011	-3	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
WELLS FARGO ADVISORS	WELLS FARGO INVESTMENTS, LLC	Nov 3, 2009	Nov 2, 2009	-1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Apr 14, 2008	Apr 16, 2008	2	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
8174:705:CA:2026-09-11	Sep 11, 2026	Sep 3, 2026	MILL VALLEY, CA	Firm change
8158:8174:CA:2020-02-14	Feb 14, 2020	Jan 22, 2020	ROSEVILLE, CA	Firm change

Relationships

Registered with (6)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 22, 2020 to Sep 11, 2026factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Mar 7, 2011 to Feb 14, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Mar 10, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 2, 2009 to Jan 3, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 21, 1998 to Apr 14, 2008factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Jason Martin Schlesinger left Ubs Financial Services Inc. for Raymond James & Associates, Inc. (registered 2026-09-03)
Form ADVobserved 5 days ago