Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Brown is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in client assets. Jake has been in the financial industry since 2014, and has experience working with various clients, including individuals, businesses, corporations, and charitable organizations. Jake holds licenses to sell securities in Arizona, Arkansas, California, Colorado, Florida, Idaho, Kansas, Louisiana, Massachusetts, Minnesota, Montana, Nebraska, Oklahoma, Oregon, South Carolina, South Dakota, Texas, Utah, and Washington. Jake is also registered as an investment advisor in Arizona and Texas. Jake's expertise lies in portfolio management, financial planning, and selection of other advisors. Jake's experience with Edward Jones and previous firms, including Merrill Lynch and MML Investors Services, gives Jake a broad perspective to help meet a diverse range of needs.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
05/26/2023 - Present
Edward Jones (TEMPE AZ)
AZ
03/16/2017 - 12/10/2019
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
10/01/2014 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 11/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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