Jamie R. Mason

CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL 34698

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CRD#: 5915104

Professional summary

Jamie Renee Mason, CFP®, who also goes by Jamie Renee Pennington, Jamie Pennington, is a registered financial advisor currently at CLIENT 1ST ADVISORY GROUP located in Dunedin, Florida.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jamie has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Renee Pennington | Jamie Pennington

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Renee Mason's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 10, 2025 - Present

CLIENT 1ST ADVISORY GROUP

Office #1: 963 Highland Avenue, Dunedin, FL 34698

RIA

CRD#: 167790

DUNEDIN, FL

Past

July 21, 2021 - April 29, 2025

ARS WEALTH ADVISORS

RIA

CRD#: 314882

St. Petersburg, FL

Past

May 25, 2021 - July 1, 2021

ARS WEALTH ADVISORS

RIA

CRD#: 124185

St. Petersburg, FL

Past

November 19, 2019 - April 16, 2021

WALLER & WAX ADVISORS, INC.

RIA

CRD#: 131083

TAMPA, FL

Past

September 27, 2019 - April 14, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TAMPA, FL

Past

September 23, 2019 - April 14, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TAMPA, FL

Past

September 29, 2017 - December 31, 2018

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

TAMPA, FL

Past

December 2, 2015 - January 12, 2017

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Tampa, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/28/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/24/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/23/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/29/2019

Securities Industry Essentials Examination

Current Firm

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

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Contact information

Main Address

963 Highland Avenue, Dunedin, FL 34698

Mailing Address

Phone number

(727) 450-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT 1ST WRAP FEE PROGRAM (8/7/2025)

CLIENT 1ST ADVISORY GROUP, LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	840
AUM (Assets Under Management)	$ 403,969,413

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/11/2024	Cover Page	Report
08/07/2024	Cover Page	Report
12/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jamie R. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Renee Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARS WEALTH ADVISORS

ARS WEALTH ADVISORS

WALLER & WAX ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

CLIENT 1ST ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/2019

Series 65

Date: 11/24/2015

Series 7TO

Date: 9/23/2019

SIE

Date: 7/29/2019

Current Firm

CLIENT 1ST ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLIENT 1ST ADVISORY GROUP

TRUST BUT VERIFY

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