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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Richard Najarian is a financial advisor who is registered with Osaic Wealth, Inc., an investment advisor firm. Jack Richard Najarian has been in the financial industry for over 10 years, and has experience working with a variety of clients, including individuals, families, and businesses. Jack Richard Najarian holds the Series 7, 63, and 65 licenses. Jack Richard Najarian is also a Chartered Financial Analyst (CFA). The firm provides a variety of services, including financial planning, portfolio management, and investment advisory services. Jack Richard Najarian has worked with a number of firms in the past, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Jack Richard Najarian is also a graduate of Northeastern University.
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.
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2
MA
11/13/2024 - Present
Osaic Wealth, Inc. (WEST NEWTON MA)
NY
09/29/2023 - 11/11/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/15/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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