Jake Robert Fleischer

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

• 05/2016 → 02/2017
  The Greyhound
  Blandford
• 02/2017 → 09/2020
  Raymond James & Associates
  Denver, CO
• 08/2020 → 06/2024
  Raymond James & Associates, Inc.
  Solana Beach, CA
• 06/2024 → Present
  Raymond James Financial Services, Inc.
  King City, CA
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  King City, CA

Previous Registrations

• 2018-05-29 → 2024-06-13
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Denver, CO
  Lake Oswego, OR
  Milwaukee, WI
  Solana Beach, CA

Other Businesses

(1)Name of Business: Ing Wealth Strategies Address: 620 Broadway St Ste M, King City, CA, 93930-3200, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Simpatico Address: 620 Broadway St Ste M, King City, CA, 93930-3200, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/06/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor DBA Ing Wealth Strategies (3)Name of Business: Yoyager Wealth Advisors Address: 620 Broadway St Ste M, King City, CA, 93930-3200, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2018-04-05