Jeremiah Robert Clarke
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2024 to now
- Freedom First Wealth ManagementDec 2024 to now
- Raymond James Financial Services, Inc.Dec 2024 to now
- Freedom First Credit UnionJan 2021 to now
- Level Four Advisory Services, LLCApr 2023 to Dec 2024
- Level Four Financial, LLCApr 2023 to Dec 2024
- LPL Financial LLCDec 2022 to Jan 2023
- Wells Fargo Bank NAJan 2018 to Jan 2021
- Wells Fargo Clearing Services, LLCJan 2018 to Jan 2021
- Suntrust Advisory Services, IncAug 2017 to Oct 2017
- Suntrust Investment Services, IncDec 2016 to Oct 2017
- Wells Fargo BankSep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6731211
- Firm CRD
- 149018