Jake Earnhart
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 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
10 years in the industry.
- Raymond James & Associates, Inc.Sep 2023 to now
- ArmyMay 2019 to now
- J. P. Morgan Securities LLCMay 2022 to Sep 2023
- JPMorgan Chase Bank N.A.May 2022 to Sep 2023
- Chief Financial Credit UnionMar 2020 to Apr 2022
- Financial Plus Credit UnionJan 2019 to Aug 2019
- UnemployedAug 2017 to Dec 2018
- UpsJun 2017 to Jul 2017
- UnemployedFeb 2017 to May 2017
- Barnett Financial GroupJan 2017 to Jan 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
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
- 7564094
- Firm CRD
- 705