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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Jake Carris Financial Planning | CFP ®,CFA ® (Certifications)

location

ORLANDO, FL

0 Disclosures

ADVISOR BIO

Jacob Neal Carris is a financial advisor with Jake Carris Financial Planning. Jacob has over 15 years of experience in the financial services industry. He is a Certified Financial Planner and Chartered Financial Analyst. Jacob has a broad range of experience in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Cecil Shumacker is a registered representative with Raymond James & Associates, Inc. Jacob has been in the securities industry since 1999. Jacob is registered with the state of Florida as both a broker-dealer and an investment advisor. Jacob is also licensed to sell securities in 24 other states. Jacob has a Series 7, Series 63, Series 65, Series 55, Series 57TO, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Leonard Forney is a financial advisor at Raymond James & Associates, Inc. Jacob has been in the industry since August 30, 2015, and holds Series 7, 63, and 66 licenses. Jacob is registered with both FINRA and the state of Florida. Jacob works with a wide range of clients, including high net worth individuals, corporations, and pension plans. Jacob provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Bennett is a registered representative with Raymond James & Associates, Inc. Jacob is located in Saint Petersburg, Florida and has been in the industry since February 2024. Jacob has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Jacob is licensed to offer securities in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

PFG Private Wealth Management, LLC

location

LUTZ, FL

0 Disclosures

ADVISOR BIO

Jacob Alexander Perry is an investment advisor representative for PFG Private Wealth Management, LLC. Jacob has been in the financial services industry since 2022. Jacob has a Series 65 license. Jacob is registered with the state of Florida. Jacob has specialized in providing financial planning, pension consulting, and educational seminars. Jacob is an active member of the financial services industry. Jacob has a long history of helping individuals and families reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

Ocala, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Bevilacqua is a financial advisor with Commonwealth Financial Network. Jacob has been in the industry since April 2021. Jacob holds the Series 66, Series 7TO, and SIE licenses. Jacob is registered to provide investment advice in Colorado, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Jacob is also registered as a Registered Representative with Commonwealth Financial Network. Jacob's previous work experience includes positions at Capital Management Partners, LLC, Envision Physician Services, Rockport Ambulance Department, Massachusetts General Hospital, Beauport Ambulance Service, Cataldo Ambulance Service, Beverly Anesthesia Associates, and Nationwide Anesthesia. Jacob's other business activities include: fixed insurance sales, CRNA, flight nurse, life & disability insurance sales, and referrals to a CPA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Florida Financial Advisors, LLC

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Jacob Fuhrman is an Investment Advisor Representative associated with Florida Financial Advisors, LLC. Jacob Fuhrman is registered with the state of Florida. Jacob Fuhrman has been in the industry since August 2024. The main office address for Florida Financial Advisors, LLC is 401 S 12TH ST., UNIT 2, TAMPA, FL 33602. Jacob Fuhrman's areas of specialization include: Financial Planning, Pension Consulting, and Selection of Other Advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

Weston, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jacob James Kopczyk is a financial advisor at Raymond James & Associates, Inc. Jacob has been in the industry since October 25, 2021. Jacob holds licenses in 37 states and has experience in the financial services industry. Jacob also has experience in sports, having worked for the Tennessee Titans and the Miami Heat.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Independent Financial Partners

location

TAMPA, FL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jacob Hurley is an active Registered Representative and Investment Advisor Representative in Florida. Jacob has been in the securities industry since 2021 and is currently registered with Independent Financial Partners. Jacob obtained his Series 7TO, Series 24 and SIE licenses. Jacob's areas of specialization include providing investment advice, financial planning, and portfolio management services for individuals and businesses. Jacob's professional background also includes experience in property investment and serving as a VP and Treasurer Reserve for a homeowners association.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ORLANDO, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Solomon Suberman is a financial advisor who has been working in the industry since June 8, 2016. Jacob is registered with the state of Florida and Texas and is a Registered Representative (RA) with Wells Fargo Clearing Services, LLC. Jacob is also registered as an Investment Advisor Representative (IAR) in Florida and Texas. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional. Jacob has worked at Wells Fargo Advisors, LLC since March 2016 and previously worked at WFSU and Florida State University. Jacob has a strong background in financial services and is committed to providing personalized advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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