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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC | CFP ®,CFA ® (Certifications)

location

ST. PETERSBURG, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jake Hayes is a financial advisor with LPL Financial LLC, registered in Florida. Jake has been in the industry since April 2019, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jake holds a Series 66, Series 7 and SIE license. Jake is also a Certified Financial Planner and a Chartered Financial Analyst. Jake is licensed to provide financial advice in Arizona, California, Florida, and Michigan. Jake is a member of LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MERRITT ISLAND, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jake Martin Sutherlin is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Jake's professional experience includes positions with Raymond James Financial Services, Inc. and Crossley Shear DBA. Jake is registered to provide investment advice in Colorado, Florida, Georgia, Ohio, Oregon, Pennsylvania and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jake Samuel Sanderson is a financial advisor with Raymond James & Associates, Inc.. Jake Sanderson has been in the financial services industry since June of 2022, and is registered with FINRA as well as the state of Florida. Jake Sanderson's firm has offices in St. Petersburg, Florida and manages over $433 billion in assets. Jake Samuel Sanderson offers a variety of services, including financial planning, portfolio management, and investment advisory services.

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
location

Tampa, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jake Antonio Rodriques is a financial advisor with Morgan Stanley and has over 7 years of experience in the financial services industry. Jake has a Series 7, Series 63, and Series 66 licenses and holds a SIE certification. Jake's previous experience includes working with NETWORK 1 FINANCIAL SECURITIES INC., ALEXANDER CAPITAL, L.P. and CADARET, GRANT & CO., INC. Jake is registered in 35 states as a Broker-Dealer, and also as an Investment Advisor Representative in 4 states. Jake is registered to offer investment advisory services in the states of Florida, New York, Texas, and Connecticut.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Florida Financial Advisors, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Jake Lewis is a financial advisor with Florida Financial Advisors, LLC in Jacksonville, FL. Jake has been in the industry since July 2024. Jake is registered in Florida as an Investment Advisor Representative. Jake holds the Series 65 license. Jake also has a SIE license. Jake specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

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

ST. PETERSBURG, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jake Zwiebel is a registered representative with Raymond James & Associates, Inc. Jake has been in the industry since 2020. Jake holds the Series 63, Series 79TO, and SIE licenses and has been registered in Florida. Previously, Jake worked at SKYWAY CAPITAL MARKETS, LLC.

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

J.p. Morgan Securities LLC

location

TAMPA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jake Morgan is a financial advisor registered with J.p. Morgan Securities LLC and has been in the industry since 2023. Jake has successfully completed the Securities Industry Essentials Exam and the Investment Company Products/Variable Contracts Representative Examination. Jake's areas of specialization include: portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Jake works in the Tampa branch of the firm.

SPECIALIZATIONS

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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jake C. Feldman is a registered representative with Morgan Stanley. Jake has been in the securities industry since June 15, 2023. Jake has passed the Series 66, Series 7TO, and SIE exams and holds licenses in 53 states, including Florida and Texas. Jake has a diverse background with experience in various industries including finance, fitness, and education. Jake specializes in providing financial planning, investment advisory, and portfolio management services to a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

UBS Financial Services Inc.

location

WEST PALM BEACH, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jake William Huff is a financial advisor with UBS Financial Services Inc. Jake has been in the industry for eight years. He specializes in offering investment advice to individuals, businesses, and institutional clients. Jake is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). He has a Series 7 and Series 66 license and is licensed to sell securities in several states. Jake is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Independent Financial Partners

location

TAMPA, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jakob Muehlschlegel is a financial advisor registered with Independent Financial Partners. Jakob's professional career includes roles at Synovus Bank, Medinah Country Club, Schlegel Self Storage, Bowes Creek Country Club, Finances for the Fearless and Unemployed. He has a Series 66, Series 7TO, Series 24 and SIE. Jakob is currently registered in Florida and has been in the industry since 2021.

SPECIALIZATIONS

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

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