MJ
MJ

Mark Jean

29 Years of Experience
Valparaiso, IN
Broker

Mark Jean is a registered investment advisor at Raymond James & Associates, INC., based in Valparaiso, IN, with 29 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
Loading...

Location

1351 Silhavy Road, Suite 300, Valparaiso, IN, 46383

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2007 - Present · 19 yrs 4 mos
Raymond James & Associates, INC.
November 2006 - Present · 19 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
A. G. Edwards & Sons, INC.
August 2005 - November 2006 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
October 1996 - November 2006 · 10 yrs 1 mo
State Registrations26 states
AZCACOFLGAILINKYMAMDMEMIMNMOMSNCNJNVNYOHOKPASCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.