Unclaimed Profile

Jack Thomas Mccord

VARI INVESTOR SERVICES INC·LA JOLLA, California

Series 1, Series 24, Series 63Clean record14 years registeredVARI INVESTOR SERVICES INC

7777 FAY AVE STE 230, LA JOLLA, CA 92037-4325CRD# 325886Firm CRD# 111148

Profile Verification

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

Identity

Jack Thomas Mccord · LA JOLLA, CA

Registration

CRD #325886 · VARI INVESTOR SERVICES INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VARI INVESTOR SERVICES INC

VARI INVESTOR SERVICES INC

Feb 2012 – Jul 2023

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · February 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VARI INVESTOR SERVICES INC

CRD 111148 · SEC 801-12741

AUM

$62M

Regulatory assets under management

Employees

243 client accounts

Services offered by VARI INVESTOR SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VARI INVESTOR SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Jack Thomas Mccord offer?

Jack Thomas Mccord specializes in Financial Planning, Investment Management.

What are Jack Thomas Mccord's credentials?

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

Where is Jack Thomas Mccord located?

Jack Thomas Mccord is based in LA JOLLA, California, last registered with VARI INVESTOR SERVICES INC.

How does Jack Thomas Mccord charge for services?

Jack Thomas Mccord'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 VARI INVESTOR SERVICES INC?

VARI INVESTOR SERVICES INC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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