Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack T Bayer is a financial advisor currently registered with Raymond James & Associates, Inc. in Illinois and Florida. Jack has been in the industry since 1984. Prior to Raymond James & Associates, Inc., Jack has worked at J.P. Morgan Securities LLC and ADVEST, INC. Jack is licensed to offer a wide range of investment products and services, including financial planning, portfolio management, and educational seminars. Jack holds several professional licenses and designations, including Series 3, 7, 15, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/31/2017 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
06/11/1985 - 08/07/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
NA
01/25/1984 - 06/28/1985
ADVEST, INC.
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/30/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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