JK
CFP · ChFC
JK
CFP · ChFC

Jacob King

6 Years of Experience
Dublin, OH
Broker

Jacob King is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 6 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

6745 Longshore St, Suite 220, Dublin, OH, 43017

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Gryphon Financial Partners
March 2022 - November 2022 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - March 2022 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - March 2022 · 2 yrs 9 mos
State Registrations4 states
ILMIOHWV
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.