Brennan Clark
Brennan Clark is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, MI, with 16 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
420 South Brown Street, Jackson, MI, 49203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brennan is an employee of Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc, dedicating full-time hours to client support and account monitoring. He also serves as a board member for the Ella Sharp Museum of Art and History and is a member of the Jackson Area Estate Planning Council, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Paramount Wealth Management, INC.
Royal Alliance Associates, INC.Broker
State Registrations14 states
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