Jacob A King
Investment adviser representative at Raymond James & Associates, Inc.
8 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Raymond James & Associates, Inc.Dec 2022 to now
- Gryphon Financial PartnersMar 2022 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Mar 2022
- The Ohio State UniversityAug 2014 to May 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6663783
- Firm CRD
- 705