Jack
Privateer

M1 Finance

CRD#7235100
Investment Advisor
in Chicago, IL

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About this Advisor

Jack Privateer is a financial advisor based in Chicago, Illinois, working with M1 Finance. Jack has previously held positions at M1 Finance, New York Life, Edward Jones, Global Brew Tap House, Topgolf, International Tap House, Complete Wedding + Events, Soulard Boom, Country Club Of Missouri, 11Eleven, University Of Missouri, and Polo Ralph Lauren. Jack has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jack is part of M1 Finance, which operates out of Chicago, Illinois. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Chicago, IL

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M1 Finance Brokerage Details

Total Number of Employees

24

IL Average: 44

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jack Privateer Work History

2021 - Present (4 years)

M1 Finance

2021 - 2021 (< 1 year)

New York Life

2020 - 2021 (1 year)

Edward Jones

2019 - 2019 (< 1 year)

Global Brew Tap House

2018 - 2020 (2 years)

Topgolf

2017 - 2018 (1 year)

International Tap House

2017 - 2018 (1 year)

Complete Wedding + Events

2016 - 2016 (< 1 year)

Soulard Boom

2015 - 2016 (1 year)

Country Club Of Missouri

2015 - 2015 (< 1 year)

11Eleven

2014 - 2018 (4 years)

University Of Missouri

2014 - 2014 (< 1 year)

Polo Ralph Lauren

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Disclosures

Please visit the SEC profile of Jack Privateer 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 M1 Finance

Patrick Flood
Denver, CO
Jack Privateer
Chicago, IL
Jing Kessler
Midlothian, VA
Jieun Lee
Chicago, IL
Kaila Widmann
Chicago, IL
Kevin Pierce
Chicago, IL
Hanane Bouchareb
Evanston, IL
Matthew Baker
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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