Caleb Frankart (CRD# 6169490) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 11 years of experience in the finance industry.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 6895338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Jay Financial Group, LLC | Defiance, OH | Aug 2020 - Current | 3 |
| Key Investment Services LLC | Holland, OH | Jun 2015 - Aug 2020 | 5 |
| Fifth Third Securities | Bowling Green, OH | Jan 2013 - Jun 2015 | 2 |
| Fifth Third Bank | Bowling Green, OH | Jun 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- FL
- IN
- MI
- OH
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$142,179
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, IN, MI, OH
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