JB
JB

Jacob Bouman

5 Years of Experience
Wyoming, MI
Broker

Jacob Bouman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wyoming, MI, 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

4124 56th Street SW, Suite 1, Wyoming, MI, 49418

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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

Jacob is the owner of Bouman Advisory Services LLC, which is used for taxes and payroll purposes. He spends a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2020 - Present · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 7 mos
State Registrations19 states
AKCACOCTFLIAINKSMDMIMONCNJNYOHTXVAWAWI
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.
Jacob Bouman - Financial Advisor | TrueAdvisor