Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Anthony Jerzewski is a financial professional with over three years of experience in the financial services industry. Jack is currently registered with Oneamerica Securities, Inc. as a Registered Representative and an Investment Advisor Representative. Prior to joining Oneamerica Securities, Inc., Jack was associated with NYLIFE Securities LLC. Jack holds the Series 63, Series 66, and Series 7TO licenses, and is also a licensed insurance agent. He is committed to providing financial advice and guidance to individuals and families, helping them to achieve their financial goals. Jack specializes in retirement planning, college savings, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
IN
11/08/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MI
12/21/2020 - 03/20/2024
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
BOTH
Issued 06/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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