Unclaimed
Jack Jeffrey Hall is a financial advisor with over 30 years of experience. Jack is a registered representative of LPL Financial LLC and has been with the firm since 2019. Prior to joining LPL Financial, Jack was with Waddell & Reed for six years.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
01/30/2025 - Present
LPL Financial LLC (REDONDO BEACH CA)
CA
04/16/2013 - 12/13/2019
WADDELL & REED (SHERMAN OAKS CA)
FL
08/06/1990 - 01/25/2013
PRUCO SECURITIES, LLC. (FORT MYERS FL)
NJ
08/06/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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