JB
JB

Jack Bayer

42 Years of Experience
Chicago, IL
Broker

Jack Bayer is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

120 S Riverside Plaza, Suite 700, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jack is an employee of both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. As an employee of JPMCB, he offers bank products and services, including deposit and credit products and discretionary investment management.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2017 - Present · 9 yrs 2 mos
Raymond James & Associates, INC.
July 2017 - Present · 9 yrs 2 mos
Raymond James & Associates, INC.Broker
July 2017 - Present · 9 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2017 - August 2017 · 2 mos
J.P. Morgan Securities LLCBroker
June 1985 - August 2017 · 32 yrs 2 mos
Advest, INC.Broker
January 1984 - June 1985 · 1 yr 5 mos
State Registrations25 states
AZCACOFLIAIDILINLAMAMDMEMIMNNCNDNVNYOHPATXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.