Jason Krohn, financial advisor Bad Axe MI

Jason Krohn

CRD Number: 4427598
Current Firm: Raymond James Financial Services Advisors, Inc.

Jason Krohn (CRD# 4427598) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bad Axe, MI and has over 17 years of experience in the finance industry. Jason Krohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Laker High School Pigeon, MI Dec 2017 - Current 1
Jason Patrick And Assoc., LLC Bad Axe, MI Sep 2010 - Current 8
Raymond James Financial Services Advisors, Inc. Bad Axe, MI Jan 2009 - Current 10
Raymond James Financial Services, Inc. Bad Axe, MI Jul 2001 - Current 17
Freshman Basketball Coach (laker High School) Bad Axe, MI Mar 2009 - Nov 2012 3
Real Estate Bad Axe, MI Jan 2012 - Oct 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Jason D. Krohn
Phone Number: 727-567-3020
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    103,692
    MILLIONS
  • Total Number of Accounts
    343,734
    ACCOUNTS
  • Average Account Value
    $301,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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