Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Robert Fleischer is a financial advisor with Raymond James Financial Services Advisors, Inc. Jake has been in the industry since August 2017 and has a strong track record of providing comprehensive financial advice to individuals and businesses. Jake holds the Series 66, Series 7, and SIE licenses. Jake is registered in 12 states and has worked for Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. in the past. Jake is passionate about helping clients achieve their financial goals and is committed to providing exceptional service. Jake is a licensed agent in 12 states, and an investment advisor representative in California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
06/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (King City CA)
FL
08/23/2017 - 06/13/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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