Jackie Ann Brick

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → Present
  John Brick Construction
  Cleveland, OH
• 04/2009 → Present
  Raymond James Financial Services
  Willougby Hills, OH
• 04/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Willoughby Hills, OH

Previous Registrations

• 2000-08-04 → 2009-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
  Pepper Pike, OH

Other Businesses

(1)Name of Business: Address: 7716 Rutland Drive, Mentor, OH, 44060, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/10/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent, (2)Name of Business: Brick Rental Properties, LLC Address: 7716 Rutland Drive, Mentor, OH, 44060, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receiving rent from Real Estate within the LLC (3)Name of Business: John Brick Construction Inc. Address: 7716 Rutland Drive, Mentor, OH, 44060, United States Activity Type: Other Position/Title: Officer - Treasurer, Bookkeeper Investment Related: No Start Date: 04/10/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping duties/Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2000-07-24

Other Names

• Jackie Ann Marchesano