Jack
Ignatius

Msh Capital Advisors LLC

CRD#6881824
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jack Ignatius is a financial advisor based in Scottsdale, Arizona with a total of 3 years of industry experience. Ignatius is an employee of Msh Capital Advisors LLC. Ignatius has gained experience at Charles Schwab & Co., Inc, Colorado Group Realty, Steamboat Springs Winter Sports Club, Umb Bank, M.S. Howells & Co, Candor Wealth Advisors LLC and Msh Capital Advisors LLC. Ignatius maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Utah. Msh Capital Advisors LLC is a registered investment company that has its headquarters in Scottsdale, AZ. The firm has a total of 26 advisors. It oversees $849 million in assets across its 1,730 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 1,730 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Msh Capital Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on the services. However, fees charged by Msh Capital Advisors LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

23350 N Pima Road
Scottsdale, AZ 85255-7153

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Msh Capital Advisors LLC Brokerage Details

Total Assets Under Management

$849,171,465

AZ Average: $1,555,372,352
Total Number of Employees

26

AZ Average: 37
Total Number of Accounts

1,730

AZ Average: 1,370
Average Account Size

$490,851

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jack Ignatius Work History

Jack has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

M.S. Howells & Co

2020 - Present (4 years)

Candor Wealth Advisors LLC

2020 - Present (4 years)

Msh Capital Advisors LLC

2018 - 2020 (2 years)

Umb Bank

2017 - 2018 (1 year)

Charles Schwab & Co., Inc

2015 - 2017 (2 years)

Colorado Group Realty

2011 - 2016 (5 years)

Steamboat Springs Winter Sports Club

*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 Jack Ignatius 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 Msh Capital Advisors LLC

Susan Pollick
Scottsdale, AZ
David Wentland
Scottsdale, AZ
Vanessa Mason
Scottsdale, AZ
Seth Mayberry
Scottsdale, AZ
Mitchell Oldewurtel
Scottsdale, AZ
Jack Ignatius
Scottsdale, AZ
Daniel Reisbacher
Scottsdale, AZ
Jonathan Bradley
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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