Unclaimed Profile

Jack W Echols

HIGHLAND ASSOCIATES INC·BIRMINGHAM, Alabama

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66, Series 79Clean record21 years registeredHIGHLAND ASSOCIATES INC

2545 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205CRD# 2675674Firm CRD# 104948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack W Echols · BIRMINGHAM, AL

Registration

CRD #2675674 · HIGHLAND ASSOCIATES INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIGHLAND ASSOCIATES INC

HIGHLAND ASSOCIATES INC

Feb 2015 – May 2025

BIRMINGHAM, AL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2005 – Sep 2011

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Series 79

Registration record

First registered · July 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLAND ASSOCIATES INC

CRD 104948 · SEC 801-30248

AUM

$23.6B

Regulatory assets under management

Employees

61 client accounts

Services offered by HIGHLAND ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at HIGHLAND ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Jack W Echols offer?

Jack W Echols specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jack W Echols's credentials?

Jack W Echols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack W Echols located?

Jack W Echols is based in BIRMINGHAM, Alabama, last registered with HIGHLAND ASSOCIATES INC.

How does Jack W Echols charge for services?

Jack W Echols's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLAND ASSOCIATES INC?

HIGHLAND ASSOCIATES INC has approximately 19 employees and manages $23.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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