Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Curtis Jacks is a financial advisor with over 30 years of experience in the industry. John is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. John is a Certified Financial Planner™ professional and holds Series 63, 7, 24, and SIE licenses. John provides financial planning, portfolio management, and investment advisory services to individual investors, corporations, and charitable organizations. John is located in Denver, CO and also serves clients in Texas and other states.
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.
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.
1
2
CO
07/26/2023 - Present
Kestra Advisory Services, LLC (Denver CO)
AZ
11/19/1989 - 06/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/08/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/08/1988 - 07/12/1988
RICHEY FINANCIAL GROUP, INC.
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Jacks is the right advisor for you? Invested Better is here to help.
