Daniel
Jack
Allstate Financial Advisors, LLC
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About this Advisor
Daniel Jack is a financial advisor working out of Wichita, Kansas with 4 years of relevant experience. Jack is an advisor for Allstate Financial Advisors, LLC. Their career trajectory has included roles at Premium Insights, LLC, United Planners' Financial Services, Foresters Equity, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, State Farm Insurance, State Farm Vp Management Corp, Pruco Securities, LLC, The Prudential Insurance Company Of America, Allstate Insurance Company and One Advisory Partners, LLC. Jack holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Kansas. Allstate Financial Advisors, LLC is an advisory company that has its headquarters in Lincoln, NE. The company has offices in 39 locations and a total of 335 financial advisors. It controls $29 million in assets under management between its 139 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The company provides selection of other advisers. Fees for financial advisory services typically vary depending on which service is offered. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstate Financial Advisors, LLC Brokerage Details
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
Daniel Jack Work History
Daniel has been registered as a financial advisor for 4 years.*
Allstate Insurance Company
Premium Insights, LLC
Premium Insights, LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
One Advisory Partners, LLC
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
State Farm Insurance
State Farm Vp Management Corp
Foresters Equity
United Planners' Financial Services
*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 Daniel 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 Allstate Financial Advisors, LLC
Chico, CA
Plainview, NY
Sugar Land, TX
San Francisco, CA
Rockville, MD
Virginia Beach, VA
Daly City, CA
Grayson, GA
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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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.
