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Jeffrey Francis Brayton

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
SIE, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredLAKESHORE FINANCIAL PLANNING INC.
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 2356995Firm CRD# 299129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Francis Brayton · SAINT CLAIR SHORES, MI
Registration
CRD #2356995 · LAKESHORE FINANCIAL PLANNING INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

LAKESHORE FINANCIAL PLANNING INC.
Nov 2018 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sep 2010 – Dec 2018
SAINT CLAIR SHORES, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 30, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKESHORE FINANCIAL PLANNING INC.
CRD 299129 · SEC 801-114302
AUM
$354M
Regulatory assets under management
Employees
6
1,262 client accounts
Services offered by LAKESHORE FINANCIAL PLANNING INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LAKESHORE FINANCIAL PLANNING INC. →
Introduction

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Frequently Asked Questions

What services does Jeffrey Francis Brayton offer?
Jeffrey Francis Brayton specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT CLAIR SHORES, Michigan for a consultation.
What are Jeffrey Francis Brayton's credentials?
Jeffrey Francis Brayton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Francis Brayton located?
Jeffrey Francis Brayton is based in SAINT CLAIR SHORES, Michigan, working with LAKESHORE FINANCIAL PLANNING INC.. Their office serves clients in the SAINT CLAIR SHORES metropolitan area and surrounding communities.
How does Jeffrey Francis Brayton charge for services?
Jeffrey Francis Brayton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESHORE FINANCIAL PLANNING INC.?
LAKESHORE FINANCIAL PLANNING INC. has approximately 6 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKESHORE FINANCIAL PLANNING INC.

Mark Edward Romin
SAINT CLAIR SHORES, MI
CFP
Patricia Ann Johnson
SAINT CLAIR SHORES, MI
Richard John Davenport
SAINT CLAIR SHORES, MI

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