Jake McLean, financial advisor Charlottesville VA
89 score

Jake McLean

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jake A. McLean
Phone Number: 919-716-7492
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    2,293
    ACCOUNTS
  • Average Account Value
    $243,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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