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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jack is a financial advisor with Pinnacle Peak Private Client Group, LLC. Brian Jack has been working in the financial industry since December 1994. Brian Jack provides financial advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans. Brian Jack has been registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative since February 5, 2016. Brian Jack has also worked with BCG Securities, Inc. and Ameriprise Financial Services, Inc. in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
02/05/2016 - Present
Pinnacle Peak Private Client Group, LLC (SCOTTSDALE AZ)
AZ
09/08/2021 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
01/10/2017 - 09/09/2021
BCG SECURITIES, INC. (Scottsdale AZ)
AZ
01/22/2016 - 01/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
10/05/2009 - 02/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
12/23/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
IA
Issued 10/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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