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Jack Warren Rafferty

Sentinus, LLC

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About Jack Warren Rafferty

Jack Rafferty is an investment advisor representative with Sentinus, LLC. Jack has been in the industry since 2020. He has a Series 65 license and is registered in Illinois. Jack is also a Certified Financial Planner. Jack has experience working for Wipfli Financial Advisors/Creative Planning, Menards, William Blair, Potbelly, and the University of Kansas. His firm specializes in providing portfolio management services for individuals and businesses. Jack's firm also offers financial planning services.

Firm Information

Jack Rafferty is currently registered with Sentinus, LLC. Sentinus, LLC is an investment advisor based in OAKBROOK, IL. The firm has 10 licensed agents, 14 investment adviser representatives, 3 registered representatives, and 9 employees that perform investment advisory functions. Sentinus, LLC manages approximately $615,566,661 in regulatory assets under management, primarily for individuals. The firm offers financial planning and portfolio management services for individuals and businesses.
Sentinus, LLC

700 COMMERCE DRIVE

OAKBROOK, IL 60523

$615.57M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Rafferty’s Registration & Firm History

IL

09/18/2024 - Present

Sentinus, LLC (OAKBROOK IL)

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Licenses & Designations

IA

Issued 03/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Warren Rafferty.
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