JASON MAMALIS

VP, FIORI FINANCIAL GROUP
FINANCIAL ADVISOR, RJFS

Jason Mamalis, a Financial Advisor representing Raymond James Financial Services, joined the company in 2014. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.

A comprehensive, client-focused approach to financial planning helps ensure that the recommended programs encompass each client’s financial goals, time frames, and risk tolerance. Mr. Mamalis specializes in investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. Mamalis’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Mr. Mamalis has been a financial advisor since 2008, and started his career with SunTrust followed by Wells Fargo Bank. He currently has his Series 7, 9, 10 and 66 securities licenses.

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