Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you T.? Claim Your ProfileT. Jack Gary is a financial advisor who has been in the industry since 1970. T. Jack Gary is currently registered with Janney Montgomery Scott LLC and is licensed to provide investment advice in several states. T. Jack Gary has a diverse background, having previously worked for Raymond James & Associates, Inc., Crown Financial Associates, Inc., and other firms. T. Jack Gary has passed the Series 63, 10, 53, 9, 24, 12, 27, 4, 40, 99TO, 7TO, SIE, 31, 15, 5, and 1 exams. T. Jack Gary has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
06/15/2020 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
FL
05/30/1995 - 06/22/2020
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
NA
06/03/1988 - 06/07/1995
CROWN FINANCIAL ASSOCIATES, INC.
MN
10/22/1991 - 06/02/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NA
02/28/1991 - 09/13/1991
WILLIAMS SECURITIES GROUP, INC.
NA
02/16/1988 - 05/11/1988
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
06/23/1986 - 02/16/1988
PALM BEACH CAPITAL SERVICES, INC.
NA
09/12/1978 - 03/12/1986
PAINEWEBBER INCORPORATED
NA
02/09/1970 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
07/23/1970 - 04/23/1976
DUPONT GLORE FORGAN INCORPORATED
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/21/1995
Series 12 - NYSE Branch Manager Examination
BC
Issued 05/17/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/1969
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure T. Gary is the right advisor for you? Invested Better is here to help.
