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Jack Edward Radosevich

Latitude Advisors, LLC

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About Jack Edward Radosevich

Jack Edward Radosevich is an Investment Advisor Representative at Latitude Advisors, LLC with over 20 years of experience in the industry. Jack is registered with the state of Florida and is licensed to provide investment advice in Alabama, Florida and Georgia. Jack's background includes experience as a CPA and supervisor, and he has also worked in accounting, tax and insurance. He holds a Series 63, 65, 7 and 3 license. Jack's primary areas of expertise include financial planning, pension consulting, portfolio management for individuals and selection of other advisors. Jack is committed to providing his clients with personalized investment advice that meets their individual needs and goals.

Firm Information

Jack Radosevich is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Jack Radosevich’s Registration & Firm History

FL

11/20/2009 - Present

Latitude Advisors, LLC (LARGO FL)

FL

12/11/2002 - 11/16/2009

MEDALLION INVESTMENT SERVICES, INC. (LARGO FL)

NA

08/01/1983 - 10/12/1984

PRUDENTIAL-BACHE SECURITIES INC.

NA

01/19/1983 - 07/25/1983

STIFEL, NICOLAUS & COMPANY, INCORPORATED

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Licenses & Designations

BC

Issued 12/23/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/13/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/18/1984

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Edward Radosevich.
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