Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Kristof is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Lake Barrington, Illinois. Jack has been in the financial services industry for over 30 years and has a proven track record of success. Jack has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment strategies. Jack holds Series 7, Series 24, and Series 63 securities licenses and has passed the SIE and Series 65 exams. Jack also has a strong background in providing financial planning services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
09/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Barrington IL)
IL
09/29/2006 - 10/05/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORTH BARRINGTON IL)
IL
02/06/2001 - 10/02/2006
MORGAN STANLEY DW INC. (BARRINGTON IL)
MO
10/13/1995 - 02/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
10/09/1991 - 09/19/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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