Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Murad is a wealth advisor at Avantax Advisory Services. Jack has over 20 years of experience in the financial industry, working with individuals, families, and businesses to achieve their financial goals. Jack is licensed to provide investment advisory services in Arizona, California, Colorado, Florida, Minnesota, Nevada, North Carolina, Rhode Island, South Carolina, Tennessee, and Texas. Jack is committed to providing his clients with personalized financial advice and strategies, helping them plan for retirement, college, and other life events.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/30/2024 - Present
Avantax Advisory Services (Agoura Hills CA)
IN
01/21/1999 - 02/27/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 01/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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