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Jonathan Adam Barrack

Allstate Financial Advisors, LLC

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About Jonathan Adam Barrack

Jonathan Barrack is a financial advisor with over 30 years of experience in the industry. Jonathan is registered with Allstate Financial Advisors, LLC. Jonathan is also registered in 11 states, including Tennessee, Alabama, Arkansas, California, Florida, Michigan, Mississippi, Missouri, Ohio, Oklahoma, and Tennessee. Jonathan's areas of expertise include retirement planning and investment management. Jonathan specializes in providing financial advice to individuals. In addition to working with Allstate Financial Advisors, LLC, Jonathan also works with CRUMP.

Firm Information

Jonathan Barrack is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Third party advisory fees

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Jonathan Barrack’s Registration & Firm History

TN

04/26/2012 - Present

Allstate Financial Advisors, LLC (Millington TN)

TN

07/15/2010 - 04/19/2012

SILVER OAK SECURITIES, INCORPORATED (MEMPHIS TN)

TN

07/23/2009 - 07/20/2010

WFG INVESTMENTS, INC. (MEMPHIS TN)

TN

03/20/2009 - 08/04/2009

OPPENHEIMER & CO. INC. (MEMPHIS TN)

TN

01/09/2004 - 03/20/2009

STANFORD GROUP COMPANY (MEMPHIS TN)

NJ

06/05/1989 - 02/02/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NA

06/23/1986 - 09/16/1986

SECURITY PACIFIC BROKERS, INC.

NA

08/20/1985 - 04/01/1986

CARTY & COMPANY, INC.

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Licenses & Designations

IA

Issued 09/28/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Jonathan Adam Barrack. Review regulatory record here.
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