Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Francis Brayton

Lakeshore Financial Planning Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Francis Brayton

Jeffrey Francis Brayton is a financial advisor based in Saint Clair Shores, Michigan. Jeffrey Brayton is registered with Lakeshore Financial Planning Inc. and has been in the industry since July 1993. Jeffrey Brayton's professional experience includes working for Raymond James Financial Services, Inc. and Edward D. Jones & Co., L.P.. Jeffrey Brayton holds licenses in Michigan and Texas.

Firm Information

Jeffrey Brayton is currently registered with Lakeshore Financial Planning Inc.. Lakeshore Financial Planning Inc. is an investment advisor headquartered in SAINT CLAIR SHORES, MI. The firm manages $403,649,716 in assets for 1,290 clients. Their services include portfolio management for individuals.
Lakeshore Financial Planning Inc.

23201 JEFFERSON AVE

SAINT CLAIR SHORES, MI 48080

$403.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Brayton’s Registration & Firm History

MI

11/19/2018 - Present

Lakeshore Financial Planning Inc. (SAINT CLAIR SHORES MI)

MI

01/04/1999 - 12/31/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. CLAIR SHORES MI)

FL

03/16/1998 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MO

07/19/1993 - 03/16/1998

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

Not sure if Jeffrey Francis Brayton is right for you?

Licenses & Designations

IA

Issued 08/31/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Francis Brayton.
Not sure if Jeffrey Francis Brayton is right for you?