Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack t.? Claim Your ProfileJack T. York is an experienced financial advisor with over 35 years of experience in the industry. Jack is a registered representative and investment advisor representative with Hightower Advisors, LLC. Jack's prior experience includes UBS Financial Services Inc. and U.S. Bancorp Piper Jaffray Inc. He is a member of the board of directors for Cheyenne Village, a non-profit organization that helps people with disabilities lead happy, healthy and fulfilling lives. Jack has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Jack's current firm, Hightower Advisors, is a national wealth management firm with over $130 billion in assets under management.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
04/21/2017 - Present
Hightower Advisors, LLC (Colorado Springs CO)
CO
07/13/2001 - 05/02/2017
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
MN
11/10/1987 - 07/30/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
12/19/1986 - 11/19/1987
PAINEWEBBER INCORPORATED
NA
02/21/1984 - 01/01/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/30/1982 - 02/17/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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