Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
King City, CA 93930
Credentials
Series 66
Industry experience
8 years
Jake Fleischer is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2017. Outside of his advisory role, he is involved with several support companies, including serving as CEO of Simpatico and as an associate at Ing Wealth Strategies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans developed via client collaboration and firm research.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
620 Broadway St, Suite M
King City, CA 93930
California
Raymond James Financial Services Advisors, Inc.
2024 - Present (2 years)
Raymond James Financial Services, Inc.
2024 - Present (2 years)
Raymond James & Associates
2020 - 2024 (4 years)
Raymond James & Associates
2017 - 2020 (3 years)
The Greyhound
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
King City, CA
Edward Jones
Carl Raggio III is a financial advisor with Edward Jones in King City, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he worked in consulting and the apparel industry, including roles at CWR3 Consulting LLC and Coastal Apparel. He owns and consults for CWR3 Consulting, a business based in Paso Robles, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 63, Series 66
King City, CA
J.P. Morgan Securities
Kai Langenberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at JP Morgan Chase Bank, N.A. and Farmers Financial Solutions, among other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.
CFP®, Series 63, Series 66
King City, CA
Raymond James Financial
Michele Ing is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 14 years before joining Raymond James in 2018. Michele is also involved with SIMPATICO, where she performs financial planning duties as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through detailed risk profiling and asset allocation analysis.
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