JE
JE

Jake Earnhart

3 Years of Experience
Grand Blanc, MI
Broker

Jake Earnhart is a registered investment advisor at Raymond James & Associates, INC., based in Grand Blanc, MI, with 3 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

8245 Holly Road, Suite 201, Grand Blanc, MI, 48439

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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

Jake is a Sergeant in the US Army Reserves, attending monthly drills and annual training. This commitment takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2022 - March 2023 · 7 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jake Earnhart - Financial Advisor | TrueAdvisor