Jake Crici is a registered investment advisor, based in Jacksonville, FL, with 3 years of industry experience. Jake is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4233 Pablo Professional Court, Suite 201, Jacksonville, FL, 32224
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
The Leaders Group, INC.
September 2026 - Present · 1 mo
The Leaders Group, INC.Broker
September 2026 - Present · 1 mo
The Baldwin Group Wealth Advisors, LLC
May 2026 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
April 2023 - March 2025 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
State Registrations2 states
FLNJ
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.
More Advisors
- Gregg Munn, CFPSax Wealth Advisors, LLC
- Donald Drummond, PFSFinancial Independence Advisors, LLC
- Matthew Cochran, CFAAtlantic Edge Private Wealth Management
- Michael Ellis, CFPMadden Advisory Services, INC.
- Timothy Hollinger, CFPLPL Financial LLC
- Jake Skelhorn, CFPSpark Wealth Advisors