Jacob King, Cfp® Email and Phone Number
𝐖𝐇𝐘 𝐉𝐀𝐂𝐎𝐁 𝐀𝐍𝐃 𝐓𝐇𝐄 𝐀𝐍𝐀𝐍𝐈𝐀 𝐆𝐑𝐎𝐔𝐏 𝐎𝐅 𝐑𝐀𝐘𝐌𝐎𝐍𝐃 𝐉𝐀𝐌𝐄𝐒:With over 30 years of experience in the industry, our team is dedicated to making a difference in the lives of our clients by implementing tailored financial strategies that address their unique objectives. At Raymond James, our business is people and their financial well-being.𝐒𝐏𝐄𝐂𝐈𝐀𝐋𝐓𝐈𝐄𝐒:✔ Comprehensive Financial Planning✔ Portfolio Management✔ Retirement Planning and Income Strategies✔ Trust and Estate Planning Services✔ Liability Management✔ Tax Planning𝐃𝐄𝐒𝐈𝐆𝐍𝐀𝐓𝐈𝐎𝐍𝐒:CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.𝘐𝘧 𝘺𝘰𝘶 𝘸𝘰𝘶𝘭𝘥 𝘭𝘪𝘬𝘦 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘢 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘢𝘯𝘺 𝘰𝘧 𝘵𝘩𝘦 𝘢𝘣𝘰𝘷𝘦, 𝘰𝘳 𝘵𝘰 𝘴𝘦𝘦 𝘩𝘰𝘸 𝘰𝘶𝘳 𝘵𝘦𝘢𝘮 𝘤𝘢𝘯 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶 𝘢𝘤𝘩𝘪𝘦𝘷𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘤𝘦, 𝘵𝘩𝘦𝘯 𝘱𝘭𝘦𝘢𝘴𝘦 𝘧𝘦𝘦𝘭 𝘧𝘳𝘦𝘦 𝘵𝘰 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘮𝘦 𝘰𝘯 𝘓𝘪𝘯𝘬𝘦𝘥𝘐𝘯 𝘰𝘳 𝘳𝘦𝘢𝘤𝘩 𝘶𝘴 𝘷𝘪𝘢:(614) 659-2042𝐉𝐚𝐤𝐞.𝐊𝐢𝐧𝐠@𝐑𝐚𝐲𝐦𝐨𝐧𝐝𝐉𝐚𝐦𝐞𝐬.𝐜𝐨𝐦
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
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Financial Planning ConsultantRaymond James Jul 2024 - PresentDublin, Ohio, United States
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Financial AdvisorRaymond James Nov 2022 - PresentDublin, Ohio, United StatesRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less
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Wealth Management AssociateGryphon Financial Partners Mar 2022 - Nov 2022Columbus, Ohio -
Financial Solutions AdvisorMerrill Lynch Jan 2020 - Mar 2022Columbus, Ohio -
Registered Client AssociateMerrill Lynch Mar 2019 - Jan 2020Dublin, Ohio
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Administrative Assistant IiiMerrill Lynch Jun 2016 - Mar 2019Columbus, Ohio
Jacob King, Cfp® Education Details
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Marketing And Finance
Frequently Asked Questions about Jacob King, Cfp®
What company does Jacob King, Cfp® work for?
Jacob King, Cfp® works for Raymond James
What is Jacob King, Cfp®'s role at the current company?
Jacob King, Cfp®'s current role is Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™ | Helping Clients Enjoy Life & Prepare for Financial Independence.
What schools did Jacob King, Cfp® attend?
Jacob King, Cfp® attended The Ohio State University Fisher College Of Business.
Who are Jacob King, Cfp®'s colleagues?
Jacob King, Cfp®'s colleagues are Paul Bobal, Nick Schiano, Adriana Ramos, Chanley Christman, Diane Buck, Robb Walton, Rahul Khade.
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