Tasker Wealth — VANCOUVER, V6C
Marketing BrandHome; How We Help. How We Help; What We Do · What To Expect · Financial Strategy · Portfolio Management · CROSS BORDER ADVANTAGE · Trust Services. Operating under RAYMOND JAMES (USA) LTD (CRD #25853).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Tasker Wealth,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is RAYMOND JAMES (USA) LTD. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
RAYMOND JAMES (USA) LTD
CRD 25853 · Dual
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Tasker Wealth — it reflects the regulatory profile of RAYMOND JAMES (USA) LTD.
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This places them in the 55th percentile of all scored firms.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under RAYMOND JAMES (USA) LTD
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 122 firm advisors use this brand
RAYMOND JAMES (USA) LTD has 122 total registered advisors. Only 1 operates under the Tasker Wealth brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Tasker Wealth brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.