Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Zade is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. Jack has been active in the financial services industry since 2019. Jack is currently registered in Michigan and Texas as a broker and investment advisor. Jack provides financial planning, portfolio management, and other financial services to individuals and businesses. Jack has passed the Series 7, Series 66, and Series 65 exams, as well as the SIE exam. Jack is also a licensed insurance agent in the State of Michigan.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
07/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mt Clemens MI)
TX
02/14/2021 - 05/08/2023
FOX CHASE CAPITAL PARTNERS, LLC (AUSTIN TX)
TX
09/11/2020 - 02/11/2021
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
MI
10/17/2019 - 09/23/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mt Clemens MI)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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