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Jason Douglas Krohn

Advisor at Raymond James Financial — Bad Axe, MI

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Bad Axe, MI 48413

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,979 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jason Krohn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bad Axe, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has served as a financial advisor with Raymond James since 2001. Krohn is also president of Fieldstone Wealth Management LLC, a non-investment support company based in Bad Axe. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and investment consulting to client goals, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Bad Axe, MI

132 East Huron Ave

Bad Axe MI 48413

Advisors at this office

7

Most active in

Michigan · Texas

Work history

25 years of industry experience

Laker High School

2017 - 2019 • 2 years

Pigeon, MI

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2009 - Present • 17 years

Bad Axe, MI

Raymond James Financial Services, inc.

2001 - Present • 25 years

Bad Axe, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley B

Series 65

Bad Axe, MI

1st Securities Management, Inc

Bradley Booms is a Series 65-licensed financial advisor with 4 years of industry experience, currently serving as the sole advisor at 1st Securities Management, Inc. His professional background includes roles at Nietzke & Faupel and Yeo & Yeo, along with ownership of Booms Accounting PLLC, where he practices as a CPA. 1st Securities Management, Inc. provides investment advisory services primarily through directing clients to third-party money managers, focusing on long-term asset-class exposure via low-turnover mutual funds and conducting due diligence on those managers. The firm serves individual and high-net-worth clients and oversees portfolios on a discretionary or nondiscretionary basis.

Passive / index investing
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Erik L

Series 63, Series 66

Bad Axe, MI

Prospera Financial Services, inc.

Erik Lundy is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group. Lundy is also a board member of the St. Hubert Finance Committee. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Cody P

Series 65, Series 63

Bad Axe, MI

Thrivent Investment Management

Cody Pfaff is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, all of which have been with Thrivent since 2016. Outside of his advisory role, he serves as a volunteer firefighter for the Sherman Township Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering services either on a one-time or ongoing basis without discretionary trading authority.

Business ownership considerations

Brandyn L

Series 66

Bad Axe, MI

Edward Jones

Brandyn Lawson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining Edward Jones, he held roles at several automotive dealers including Graff Nissan, Fox Nissan of Okemos, Lafontaine Chrysler Dodge Jeep Ram, and Lansing Nissan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Tyler C

Series 66

Bad Axe, MI

Raymond James Financial

Tyler Colling is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Fieldstone Wealth Management and Cherry Hill Financial. Outside of finance, he and his wife operate a farming business, T & K Colling Farms LLC, which grows a rotation of corn, dry beans, wheat, and soybeans on family-owned land. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by various analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brady K

Series 66

Bad Axe, MI

Raymond James Financial

Brady Krohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His work history includes roles at Fieldstone Wealth Management Group, Kapteyn Wealth Partners, and a business called Golf 616. He has also worked in education at Spring Arbor University and Laker Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using advanced modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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