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Jeremy-Gabriel Clark

5 Years of Experience
Aiea, HI
Broker

Jeremy-Gabriel Clark is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Aiea, HI, with 5 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

98-1071 Moanalua Road, Aiea, HI, 96701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeremy-Gabriel works as a Wealth Associate for First Hawaiian Advisors and First Hawaiian Bank, providing support to advisors and meeting sales goals. These roles each take about half of Jeremy-Gabriel's time, with a significant portion occurring during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2020 - Present · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
May 2020 - Present · 6 yrs
State Registrations18 states
AZCACOFLGAHIKSMDMIMONENVORPASCTXVAWA
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.