AdvisorOS Directory
Claim Profile
JB

Jeffrey Francis Brayton

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
Unclaimed Profile
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 2356995Firm CRD# 299129
01

About

Jeffrey Francis Brayton is a registered financial advisor based in SAINT CLAIR SHORES, Michigan, affiliated with LAKESHORE FINANCIAL PLANNING INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LAKESHORE FINANCIAL PLANNING INC.
LAKESHORE FINANCIAL PLANNING INC.
AUM
$354M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKESHORE FINANCIAL PLANNING INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2356995
Firm CRD# 299129
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAINT CLAIR SHORES?

Browse all registered financial advisors in SAINT CLAIR SHORES, Michigan or claim this profile if it's yours.

Browse SAINT CLAIR SHORES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAINT CLAIR SHORES
Richard John Davenport — LAKESHORE FINANCIAL PLANNING INC.Mark Edward Romin — LAKESHORE FINANCIAL PLANNING INC.Patricia Ann Johnson — LAKESHORE FINANCIAL PLANNING INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile