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Jason Connally, Cfp® Email & Phone Number

Associate Vice President, Investments at Private Wealth Partners of Raymond James at Private Wealth Partners of Raymond James
Location: Austin, Texas, United States 7 work roles 3 schools
1 work email found @raymondjames.com 3 phones found area 813 and 727 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@raymondjames.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Private Wealth Partners of Raymond James
Role
Associate Vice President, Investments at Private Wealth Partners of Raymond James
Location
Austin, Texas, United States
Company size
5 employees

Who is Jason Connally, Cfp®? Overview

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Quick answer

Jason Connally, Cfp® is listed as Associate Vice President, Investments at Private Wealth Partners of Raymond James at Private Wealth Partners of Raymond James, a company with 5 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 813, 727, and a matched LinkedIn profile for Jason Connally, Cfp®.

Jason Connally, Cfp® previously worked as Associate Vice President, Investments at Private Wealth Partners Of Raymond James and Sr. Pricing Consultant at Dell Inc.. Jason Connally, Cfp® holds Ms, Mechanical Engineering from Massachusetts Institute Of Technology.

Company email context

Email format at Private Wealth Partners of Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Jason Connally, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jason Connally, Cfp®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Listed skills include Finance, Financial Advisory, Investments, Portfolio Management, and 11 others.

Current workplace

Jason Connally, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Private Wealth Partners of Raymond James
Private Wealth Partners Of Raymond James
Associate Vice President, Investments at Private Wealth Partners of Raymond James
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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7 roles · 27 years

Jason Connally, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Vice President, Investments

Current
Private Wealth Partners Of Raymond James

St. Petersburg, Florida, US

6034 West Courtyard, Suite 305Austin, TX 78730512-418-1700

2008 - Present ~18 yrs 4 mos

Sr. Pricing Consultant

Dell Inc.

Round Rock, Texas, US

Sr. Marketing Consultant

2006 - 2008 ~2 yrs

Operations Manager

Dell Inc.

Round Rock, Texas, US

2005 - 2006 ~1 yr

Mit Lfm Intern

Intel Corp.

Santa Clara, California, US

Jun 2004 - Dec 2004

Supply Chain Consultant

Dell Inc.

Round Rock, Texas, US

2002 - 2003 ~1 yr

Manufacturing Engineer

Dell Inc.

Round Rock, Texas, US

1999 - 2002 ~3 yrs

Test Analyst For Cassini Spacecraft

Nasa Jet Propulsion Laboratory
Jun 1997 - Dec 1997
Team & coworkers

Colleagues at Private Wealth Partners of Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

KM Kayvon Malaekeh, Cdfa®, Cpfa® Kayvon Malaekeh, Cdfa®, Cpfa® Colleague at Private Wealth Partners Of Raymond JamesParadise Valley, Arizona, United States, United States View → AC Alex Camuzzi Alex Camuzzi Colleague at Private Wealth Partners Of Raymond JamesBoston, Massachusetts, United States, United States View → DT David Thompson David Thompson Colleague at Private Wealth Partners Of Raymond JamesGreater Houston, United States, United States View → OG Oran Gordon Oran Gordon Colleague at Private Wealth Partners Of Raymond JamesLondon, England, United Kingdom, United Kingdom View → PK Perry Korszen Perry Korszen Colleague at Private Wealth Partners Of Raymond JamesSarasota, Florida, United States, United States View → BL Blaise Liederbach, Cima® Blaise Liederbach, Cima® Colleague at Private Wealth Partners Of Raymond JamesDetroit Metropolitan Area, United States, United States View → CK Chris Krastel, Caia Chris Krastel, Caia Colleague at Private Wealth Partners Of Raymond JamesNew York, New York, United States, United States View → SL Steven Labarbera Jr. Steven Labarbera Jr. Colleague at Private Wealth Partners Of Raymond JamesSt Petersburg, Florida, United States, United States View → KS Kaleb Simington Kaleb Simington Colleague at Private Wealth Partners Of Raymond JamesMemphis, Tennessee, United States, United States View → BB Bisma Balouch Bisma Balouch Colleague at Private Wealth Partners Of Raymond JamesTampa, Florida, United States, United States View →
3 education records

Jason Connally, Cfp® education

Ms, Mechanical Engineering

Massachusetts Institute Of Technology

Mba

Mit Sloan School Of Management

Bs, Mechanical Engineering

Texas A&M University
FAQ

Frequently asked questions about Jason Connally, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jason Connally, Cfp® work for?

Jason Connally, Cfp® works for Private Wealth Partners of Raymond James.

What is Jason Connally, Cfp®'s role at Private Wealth Partners of Raymond James?

Jason Connally, Cfp® is listed as Associate Vice President, Investments at Private Wealth Partners of Raymond James at Private Wealth Partners of Raymond James.

What is Jason Connally, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Jason Connally, Cfp® at Private Wealth Partners of Raymond James.

What is Jason Connally, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 813, 727 for Jason Connally, Cfp® at Private Wealth Partners of Raymond James.

Where is Jason Connally, Cfp® based?

Jason Connally, Cfp® is based in Austin, Texas, United States while working with Private Wealth Partners of Raymond James.

What companies has Jason Connally, Cfp® worked for?

Jason Connally, Cfp® has worked for Private Wealth Partners Of Raymond James, Dell Inc., Intel Corp., and Nasa Jet Propulsion Laboratory.

Who are Jason Connally, Cfp®'s colleagues at Private Wealth Partners of Raymond James?

Jason Connally, Cfp®'s colleagues at Private Wealth Partners of Raymond James include Kayvon Malaekeh, Cdfa®, Cpfa®, Alex Camuzzi, David Thompson, Oran Gordon, and Perry Korszen.

How can I contact Jason Connally, Cfp®?

You can use AeroLeads to view verified contact signals for Jason Connally, Cfp® at Private Wealth Partners of Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Jason Connally, Cfp® attend?

Jason Connally, Cfp® holds Ms, Mechanical Engineering from Massachusetts Institute Of Technology.

What skills is Jason Connally, Cfp® known for?

Jason Connally, Cfp® is listed with skills including Finance, Financial Advisory, Investments, Portfolio Management, Personal Financial Planning, Wealth Management, Retirement Planning, and Estate Planning.

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