Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Fu is a financial advisor with Draco Capital Partners, LLC based in Newport Beach, CA. Jack is a registered investment advisor (IA) and holds Series 6, 7, and 63 licenses. He has been in the industry since 2007. Jack has experience working at LPL Financial LLC and UnionBanc Investment Services, LLC. Jack has specialized expertise in advising high-net-worth individuals and managing pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
02/25/2020 - Present
Draco Capital Partners, LLC (NEWPORT BEACH CA)
CA
09/21/2009 - 05/25/2011
LPL FINANCIAL LLC (EL MONTE CA)
CA
02/29/2008 - 09/16/2009
UNIONBANC INVESTMENT SERVICES, LLC (CITY OF INDUSTRY CA)
CA
09/17/2007 - 10/08/2007
AIG FINANCIAL ADVISORS, INC. (SOUTH PASADENA CA)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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