Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Phillip Patague is a financial advisor with LPL Financial LLC. Jack has been in the financial services industry since 2008 and holds several licenses, including Series 6, 7, 24, 52, 53, 63, 66, and 99. Jack is registered in 53 states and the District of Columbia for securities and investment advisory services. Jack is currently based out of the LPL Financial LLC branch office in Chula Vista, CA, and also works out of the San Diego, CA office. Jack has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Jack also provides educational seminars for clients.
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.
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2
CA
11/05/2021 - Present
LPL Financial LLC (CHULA VISTA CA)
CA
11/19/2014 - 11/02/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
AZ
08/01/2008 - 10/28/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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