Career
Jason Drake has been Chairman of the Executive Board of Plante Moran Financial Advisors since July 2024. Jason Drake is a control person of the firm and directly owns under 5% of it.
Plante Moran Financial Advisors, LLC is a Southfield, MI firm with $26.9B under management, 4,009 clients and 142 advisers across 14 offices, as of its September 2026 filing.
Plante Moran identifies Jason Drake as its managing partner. He previously led the firm’s Chicagoland, Ohio and international offices as group managing partner.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Jason Drake is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jason Drake
- CRD
- 7964441
- Record basis
- Form ADV officer listing
- Firm bio
- plantemoran.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jason Drake work?
Jason Drake has been Chairman of the Executive Board of Plante Moran Financial Advisors, LLC since July 2024, and is a control person of the firm.