Jackson, MI Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,960 offices

Location

420 South Brown Street

Jackson MI 49203

Advisors at this office

3

Advisors at this office

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Brennan C

CFP®, Series 66

Jackson, MI

Raymond James Financial

Brennan Clark is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2016. Prior to this, he was employed at DVH Enterprises, Inc. from 2008 to 2018. Outside of his advisory role, he is also an associate at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, where he assists in client meetings and supports financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and investment consulting supported by analytical tools and is noted for its affiliation with a municipal advisor and specialized 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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Donald H

Series 66

Jackson, MI

Raymond James Financial

Donald Hershberger III is a Series 66 licensed advisor with over 18 years of experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2016 and has a long-term affiliation with The Wealth Advisors, Ltd. dba Paramount Wealth Management, Inc., where he assists client meetings and monitors client accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is known for its municipal advisory capabilities and customized retirement plan solutions.

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

CFP®, Series 63, Series 65

Jackson, MI

Raymond James Financial

Candace Hackborn is a CFP®-credentialed financial advisor with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2016. Prior to and alongside this, she has been involved with DVH Enterprises, Inc. for over 30 years, holding check writing authority. She is also employed at The Wealth Advisors, LTD. DBA Paramount Wealth Management, Inc., where she assists in financial planning, client meetings, customer service, and trading. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals 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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