Jacob Grathen Bourassa
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Jacob Grathen Bourassa? Claim your profile
Contact this firm
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
10 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2025 to now
- Raymond James Financial Services, Inc.Jun 2024 to now
- Southworth & Wilson, IncJun 2024 to now
- Commonwealth Financial NetworkMay 2024 to Jun 2024
- Mann Financial Group, LLCAug 2020 to Jun 2024
- Grove Point Investments, LLCAug 2020 to May 2024
- Secured RetirementsMay 2018 to May 2020
- Loyola University ChicagoAug 2016 to Dec 2019
- Hala Greens Executive Golf CourseApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7286668
- Firm CRD
- 149018