Jake BrownCRD Number: 6215243
Current Firm: Raymond James & Associates, Inc.
Jake Brown (CRD# 6215243) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
|Raymond James & Associates||Mason City, IA||Jun 2013 - Current||4|
|Finish Line||Iowa City, IA||Oct 2012 - Jul 2013||< 1|
|Brown Farms||Mason City, IA||May 2009 - Jun 2013||4|
|University Of Iowa||Iowa City, IA||Aug 2008 - May 2013||4|
|Shopko||Mason City, IA||Mar 2007 - Aug 2008||1|
|Newman Catholic High School||Mason City, IA||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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