About Jaison

Jaison Norton is an accomplished financial advisor with a passion for cultivating enduring relationships with clients to achieve their long-term financial goals. He has over a decade of experience in the financial industry, and in 2022, he joined TNG – Raymond James as an Investment Adviser Representative. Jaison is equipped with Series 7, 66, and life & health licenses. Furthermore Jaison is an active real estate investor who owns several long and short-term properties. He leverages his knowledge to provide comprehensive financial planning services to clients across the United States.

For Jaison, an ideal client is one with whom he can build a strong relationship to work together towards their long-term financial goals. He believes that a client’s attitude and purpose are more important than the amount they invest.

Jaison’s academic credentials include a Bachelor of Science degree from Portland State University in 2005 and an MBA with honors from Strayer University in 2008. He served as the president of the Visalia Business Exchange from 2021 to 2023, which is a professional organization dedicated to community, networking, and supporting professionals who uphold the highest standards of competence and service.

Jaison is passionate for those in need and has supported and spearheaded several humanitarian projects throughout the world. He currently is supporting over 300 loans from 66 different countries and is considered one of the top 2% providers from Kiva. In addition he has helped several families within Cuba and multiple refugee families from the Ukraine.

Jaison currently resides in Three Rivers, California, with his wife of 20 years and their five children. He has an adventurous soul and is often found playing with his family or traveling the world.

Please Note: Raymond James is not affiliated with the above organizations and/or charitable causes.

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Jaison Norton
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Services

If you’re looking for expert guidance and personalized support to manage your wealth, schedule a consultation with Jaison. During this appointment, he will listen to your financial concerns and objectives, and work with you to develop a customized plan that suits your unique needs.

To schedule a consultation, simply click on the “schedule an appointment” button below, or call his office at (559) 594 – 3500.

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Personal Retirement Plans
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Business Retirement Plans
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Wealth
Management
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Annuity & Life
Schedule An Appointment IRA, ROTH, 401K, TSP, 403b, 457, 529's, etc

Seminars & Workshops

Calendar of Events
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Calendar of Events 2024 Our expert financial advisors have curated a year-round schedule of events designed to empower you with the information you need...
September 20, 2024 – Understanding Medicare – Lunch Provided
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Lunch Provided Confused by the complexities of Medicare? Join our engaging workshop designed to demystify the Medicare maze and empower you with...
January 17, 2024 – Investment Quarterly Update
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Virtual Conference via Zoom Join us for an insightful Investment Quarterly Update seminar on January 17, 2024 at 11 AM. Dive into a comprehensive...
Febuary 21, 2024 – Tax Sensitive Investing
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Virtual Conference via Zoom Tax-sensitive investing is an investment strategy that takes into account the impact of taxes on investment returns. The goal of...
April 24, 2024 – Investment Quarterly Update
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Virtual Conference via Zoom Join us for an insightful Investment Quarterly Update seminar on April 24, 2024 at 11 AM. Dive into a comprehensive...
May 15, 2024 – Understanding Social Security
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Live on Zoom We will cover key aspects of Social Security, including: Understanding Social Security Benefits: Learn about the various benefits offered by...
July 17, 2024 – Investment Quarterly Update
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Virtual Conference via Zoom Join us for an insightful Investment Quarterly Update seminar on July 17, 2024 at 11 AM. Dive into a comprehensive...
October 16, 2024 – Investment Quarterly Update
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Virtual Conference via Zoom Join us for an insightful Investment Quarterly Update seminar on October 16, 2024 at 11 AM. Dive into a comprehensive...
March 20, 2024 – Tax Sensitive Investing – Lunch Provided
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Lunch Provided Tax-sensitive investing is an investment strategy that takes into account the impact of taxes on investment returns. The goal of...
June 19, 2024 – Current Events – Dinner Provided
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Dinner Provided Join us for an insightful current events seminar on June 19, 2024 at 6pm. This seminar is tailored for both...
August 21, 2024 – Understanding Social Security – Lunch Provided
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Lunch Provided We will cover key aspects of Social Security, while providing lunch: Understanding Social Security Benefits: Learn about the various benefits...
December 18, 2024 – Current Events – Dinner Provided
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Dinner Provided Join us for an insightful current events seminar on December 18, 2024 at 6pm. This seminar is tailored for both...

Contact Us

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