Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Brkich is an investment advisor with Cetera Investment Advisers LLC and JMB Financial Managers, Inc. Jack has been in the securities industry since November 1990. Jack has a total of 20 years of experience in the investment advisory field. Jack is licensed in 22 states to provide investment advice and brokerage services. Jack specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SANTA ANA CA)
MN
10/25/1990 - 09/25/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 01/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jack Brkich is the right advisor for you? Invested Better is here to help.
