Unclaimed Profile

Brian Patrick Jack

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC·SCOTTSDALE, Arizona

SIE, Series 6TO, Series 7, Series 8, Series 31, Series 52, Series 63, Series 6519 years registeredPINNACLE PEAK PRIVATE CLIENT GROUP, LLC

18867 N. THOMPSON PEAK PARKWAY, SCOTTSDALE, AZ 85255CRD# 2569773Firm CRD# 282003

Profile Verification

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

Identity

Brian Patrick Jack · SCOTTSDALE, AZ

Registration

CRD #2569773 · PINNACLE PEAK PRIVATE CLIENT GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ASHTON THOMAS PRIVATE WEALTH

Mar 2026 – present

BCG SECURITIES, INC.

Jan 2017 – Sep 2021

Scottsdale, AZ

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Feb 2016 – Apr 2026

SCOTTSDALE, AZ

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2009 – Feb 2016

SCOTTSDALE, AZ

AMERIPRISE ADVISOR SERVICES, INC.

Nov 2006 – Oct 2009

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 8

Series 31

Series 52

Series 63

Series 65

Registration record

First registered · November 13, 2006

Years registered · 19

Disclosure History

2024Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

CRD 282003 · SEC 801-110993

AUM

$338M

Regulatory assets under management

Employees

1,140 client accounts

Services offered by PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE PEAK PRIVATE CLIENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Jack offer?

Brian Patrick Jack specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Brian Patrick Jack's credentials?

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

Where is Brian Patrick Jack located?

Brian Patrick Jack is based in SCOTTSDALE, Arizona, working with PINNACLE PEAK PRIVATE CLIENT GROUP, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Brian Patrick Jack charge for services?

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

How large is PINNACLE PEAK PRIVATE CLIENT GROUP, LLC?

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC has approximately 6 employees and manages $338M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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