Jake Fleischer
Jake Fleischer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Solana Beach, CA, with 8 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
527 N Hwy 101, Ste D, Solana Beach, CA, 92075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jake is an associate/employee and financial advisor at Ing Wealth Strategies and Voyager Wealth Advisors, and CEO of Simpatico, doing business as Ing Wealth Strategies. He spends about half his time or more at Simpatico and about 10-20% of his time at Ing Wealth Strategies, and minimal time at Voyager Wealth Advisors.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations13 states
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