Jake McLeanCRD Number: 6243634
Current Firm: First Citizens Investor Services, Inc.
Jake McLean (CRD# 6243634) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|First Citizens Investor Services||Raleigh, NC||Jan 2015 - Current||1|
|Bank Of America, N.a.||Charlottesville, VA||Jan 2014 - Jan 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlottesville, VA||Aug 2013 - Jan 2015||1|
|Unemployed||Charlottesville, VA||May 2013 - Aug 2013||< 1|
|Student||University Of Virginia, VA||Aug 2010 - May 2013||2|
|J.t. Henley Middle School||Crozet, VA||Aug 2012 - Dec 2012||< 1|
|Mccoy Martial Arts Institute||Charlottesville, VA||Jan 2009 - Aug 2012||3|
|Student||Piedmont Virginia Community College, VA||Aug 2008 - May 2010||1|
|Buddhist Biker Bar And Grill||Charlottesville, VA||Jul 2009 - Oct 2009||< 1|
|Target||Charlottesville, VA||May 2009 - Jul 2009||< 1|
|Equinox Restaurant||Washington, DC||Jul 2008 - Aug 2008||< 1|
|Coach's Grill||Ruckersville, VA||Feb 2008 - Jul 2008||< 1|
|China Jay||Ruckersville, VA||Aug 2007 - Mar 2008||< 1|
|Equinox Restaurant||Washington, DC||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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