Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Earnhart is a financial advisor with Raymond James & Associates, Inc. Jake has been in the industry since 2016 and is registered in 43 states. Jake is a registered representative with the firm and is a licensed investment advisor in Michigan and Illinois. Jake has experience in a variety of financial services industries and provides financial planning services, portfolio management, and educational seminars. Jake also holds Series 7, Series 10, Series 6, and Series 63 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.
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2
MI
12/14/2023 - Present
Raymond James & Associates, Inc. (GRAND BLANC MI)
MI
08/05/2022 - 03/13/2023
J.P. MORGAN SECURITIES LLC (FLINT MI)
IA
Issued 12/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials 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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