JK
CFP
JK
CFP

Jason Krohn

24 Years of Experience
Bad Axe, MI
Broker

Jason Krohn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bad Axe, MI, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1 East Huron Avenue, Bad Axe, MI, 48413

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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.

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Other Business Activities

Jason is the owner and branch manager of Fieldstone Wealth Management, dedicating about half of his time to this role. He also owns Jason Partick Properties LLC, an office building, and spends minimal time on Krohn Capital Management as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2010 - Present · 15 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2001 - Present · 24 yrs 8 mos
State Registrations39 states
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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.