Jackie Brick
Jackie Brick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Willoughby Hills, OH, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2786 SOM Center Road, Suite 102, Willoughby Hills, OH, 44094
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jackie owns rental real estate property since 2009 and is the owner of Brick Rental Properties, LLC since 2016, spending minimal time on each. Jackie is also an officer (Treasurer and Bookkeeper) at John Brick Construction Inc. since 2009, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial America Securities, INC.Broker
State Registrations24 states
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