Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Kolker is a financial advisor with over 40 years of experience in the industry. Jack is currently registered with J.P. Morgan Securities LLC and has been with the firm since November 2017. Prior to that, Jack worked at Morgan Stanley, Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Jack holds a Series 3, 7, and 63 license, along with the SIE. Jack is registered with the Securities and Exchange Commission as an Investment Advisor Representative, in New Jersey, New York and Texas. Jack provides financial planning, portfolio management for individuals and businesses, and pension consulting. Jack is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/07/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2009 - 11/02/2017
MORGAN STANLEY (NEW YORK NY)
NY
01/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
03/02/2001 - 01/27/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/09/1987 - 03/19/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
12/21/1983 - 10/16/1987
HALPERT, OBERST AND COMPANY
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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