JD
JD

Jeanine B Drake

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
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Location

1703 Monroe Avenue, Rochester, NY, 14618-1487

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeanine works as a real estate closer notary, spending a few hours per week on this activity. This outside business activity has no involvement with the securities industry or investment-related products.

Employment History
Current Registrations
Brighton Securities CORP.
August 2022 - Present · 3 yrs 6 mos
Brighton Securities CORP.Broker
February 2015 - Present · 11 yrs
Previous Registrations
Chase Securities INC.Broker
June 1997 - November 1998 · 1 yr 5 mos
State Registrations10 states
CAFLNCNYOHSCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.