![Jake Burton, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
Jake Burton (CRD# 7099140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saint Augustine, FL and has over 3 years of experience in the finance industry.
![Irene Adelman, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 5447576
Nesteggs, Inc.
![Renae Aiple, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 6991432
Raymond James Financial Services Advisors, Inc.
![Christopher Aitken, financial advisor Saint Augustine FL](/img/ws/profile-blank-sq.png)
CRD# 1470109
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Saint Johns, FL | Oct 2023 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Saint Johns, FL | Oct 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Apr 2019 - Sep 2023 | 4 |
Bank Of America, N.a. | Jacksonville, FL | Apr 2019 - Sep 2023 | 4 |
H1 Saint Augustine Motors Llc Dba Jack Wilson | Saint Augustine, FL | Feb 2019 - Apr 2019 | < 1 |
Jack Wilson Chevy Buick Gmc | Saint Augustine, FL | Jun 2016 - Mar 2019 | 2 |
Unemployed | St Augustine, FL | May 2016 - May 2016 | < 1 |
Flagler College | Saint Augustine, FL | Aug 2012 - Apr 2016 | 3 |
All Comfort Heating And Air | Saint Augustine, FL | Apr 2013 - Sep 2015 | 2 |
Home Depot | Saint Augustine, FL | May 2015 - Aug 2015 | < 1 |
All American Ac & Heating Inc. | Saint Augustine, FL | May 2015 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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, 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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