Brian
Jack
Pinnacle Peak Private Client Group, LLC
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About this Advisor
Brian Jack is a financial advisor who works in Scottsdale, Arizona with 7 years of industry experience. Jack currently works for Pinnacle Peak Private Client Group, LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, Pinnacle Peak Private Client Group, LLC and Bcg Securities, Inc. Jack maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Pinnacle Peak Private Client Group, LLC is an advisory firm that has its headquarters in Scottsdale, AZ. It has a total of six employees. It manages $262 million in assets under management among its 1,077 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,077 accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Pinnacle Peak Private Client Group, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Peak Private Client Group, LLC Brokerage Details
$261,470,891
6
1,077
$242,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Jack Work History
Brian has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Pinnacle Peak Private Client Group, LLC
Bcg Securities, Inc
Purshe Kaplan Sterling Investments
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Jack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Peak Private Client Group, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Roswell, GA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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