Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Isaac London is an investment advisor representative at Edelman Financial Engines. Jack is licensed in Massachusetts and Texas. Jack has been working in the financial services industry since 1993. Jack previously worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, MML Investors Services, LLC, Equity Services, Inc. and several other firms. Jack has Series 63, 65 and 7 licenses and is a Chartered Financial Consultant.
WELLESLEY, MA, MA
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
10/09/2019 - Present
Edelman Financial Engines (WELLESLEY, MA MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEWTON MA)
MA
02/01/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
MA
01/13/2010 - 01/26/2011
MML INVESTORS SERVICES, LLC (DOVER MA)
MA
10/24/2003 - 12/31/2009
EQUITY SERVICES, INC. (DOVER MA)
AZ
10/22/2002 - 10/20/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
07/08/2000 - 10/24/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/18/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
SC
07/11/1997 - 04/07/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/22/1996 - 07/16/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IN
09/17/1993 - 08/05/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/02/1993 - 09/22/1993
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
IA
Issued 5/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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