Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake MacLean is a financial advisor with over 9 years of experience in the industry. Jake is currently registered with Hartford Funds and is licensed to provide investment advice in Pennsylvania. Jake has previously worked with Raymond James Financial Services, Inc. and Hartford Funds Distributors, LLC. Jake holds several professional licenses including Series 6, 7, 10, 24, 63, and 65. Jake is also a licensed musician.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
A percentage of the total value of assets under management is charged.
Fees related to 529 plans and model recommendations.
1
2
PA
09/26/2022 - Present
Hartford Funds (WAYNE PA)
PA
06/02/2017 - 09/29/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
07/17/2013 - 01/11/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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