Mark Jan Bras
CFP®Professional Summary
Mark Jan Bras, CFP® is a registered financial advisor currently at AMERICAN FINANCIAL ADVISORS INC located in Winter Park, Florida. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mark has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Current Firm
AMERICAN FINANCIAL ADVISORS INC
Contact Information
Main Address
1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789Mailing Address
501 N Orlando Ave. Ste. 313-169, Winter Park, FL 32789Phone Number
(407) 207-9006# of Employees
8SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,765AUM (Assets Under Management)
$1,279,425,880Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
AMERICAN FINANCIAL ADVISORS INC
State Registrations and Notice Filings
(7/20/2007)
(1/26/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2007About the Series 6 examSimilar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mark Jan Bras's CRS (Customer Relationship Summary).
Similar Advisors
AE WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
FALCON WEALTH PLANNING, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC