Jack
Seifert
Ritholtz Wealth Management
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About this Advisor
Jack Seifert is a financial advisor who works out of New York, New York with a total of 1 year of industry experience. Seifert is an employee of Ritholtz Wealth Management. During their career, the advisor has held roles at Goldman Sachs, Goldman Sachs Ayco, Dicicco, Gulman & Company, Vesper Country Club, Westford Wine & Spirits, Butter Brook Gold Club, University Of Massachusetts Amherst, Westford Academy, Blanchard Middle School and Ritholtz Wealth Management. Seifert holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Ritholtz Wealth Management is a registered investment business based in New York, NY. The company has offices in 15 locations and a total of 47 advisors. It administers $3 billion in assets under management between its 6,091 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 6,091 customer accounts, 30% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on the type of financial services offered. Fee types charged by Ritholtz Wealth Management likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$2,943,089,523
47
6,091
$483,187
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
- Other
Jack Seifert Work History
Jack has been registered as a financial advisor for 1 years.*
Ritholtz Wealth Management
Goldman Sachs
Goldman Sachs Ayco
Goldman Sachs Ayco
Dicicco, Gulman & Company
Vesper Country Club
Westford Wine & Spirits
University Of Massachusetts Amherst
Butter Brook Gold Club
Westford Academy
Blanchard Middle School
*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 Seifert 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 Ritholtz Wealth Management
New Orleans, LA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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