Jake Earnhart

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2022 → 09/2023
  J. P. Morgan Securities Llc
  Flint, MI
• 05/2022 → 09/2023
  Jpmorgan Chase Bank N.A.
  Flint, MI
• 03/2020 → 04/2022
  Chief Financial Credit Union
  Birmingham, MI
• 05/2019 → Present
  Army
  Bay City, MI
• 01/2019 → 08/2019
  Financial Plus Credit Union
  Flint, MI
• 06/2017 → 07/2017
  Ups
  Flint, MI
• 01/2017 → 01/2017
  Barnett Financial Group
  Grand Blanc, MI
• 09/2016 → 12/2016
  Unemployed
  Grand Blanc, MI
• 02/2017 → 05/2017
  Unemployed
  Grand Blanc, MI
• 08/2017 → 12/2018
  Unemployed
  Grand Blanc, MI
• 09/2023 → Present
  Raymond James & Associates
  Grand Blanc, MI

Other Businesses

US Army, 3rd inf BM, A Co, 34451 Schoolcraft Rd, Livonia, MI 48150, Sergeant, SGT US Army Reserves; monthly drills and annual training, 15 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-13
• S63 Uniform Securities Agent State Law Examination
  2022-08-26

Other Names

• Jake M Earnhart
• Jake Matthew Earnhart
• Jacob Matthew Earnhart