AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Jack Thomas Kowal

QUANTUM FINANCIAL SERVICES INC.·INDIANAPOLIS, Indiana
Series 6, Series 22, Series 63Clean record27 years registeredQUANTUM FINANCIAL SERVICES INC.
7400 SHADELAND AVE, INDIANAPOLIS, IN 46250CRD# 729667Firm CRD# 121631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack Thomas Kowal · INDIANAPOLIS, IN
Registration
CRD #729667 · QUANTUM FINANCIAL SERVICES INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

QUANTUM FINANCIAL SERVICES INC.
Nov 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Registration record
First registered · November 10, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
QUANTUM FINANCIAL SERVICES INC.
CRD 121631 · SEC 801-67729
AUM
$486M
Regulatory assets under management
Employees
2
75 client accounts
Services offered by QUANTUM FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at QUANTUM FINANCIAL SERVICES INC. →
Introduction

Speak with Jack

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jack is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jack Thomas Kowal offer?
Jack Thomas Kowal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jack Thomas Kowal's credentials?
Jack Thomas Kowal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Thomas Kowal located?
Jack Thomas Kowal is based in INDIANAPOLIS, Indiana, working with QUANTUM FINANCIAL SERVICES INC.. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jack Thomas Kowal charge for services?
Jack Thomas Kowal'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 QUANTUM FINANCIAL SERVICES INC.?
QUANTUM FINANCIAL SERVICES INC. has approximately 2 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in INDIANAPOLIS, Indiana

Patrick Kyle Roberts
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC·INDIANAPOLIS, IN
Dipen Kishore Mehta
INVST, LLC·INDIANAPOLIS, IN
Max Hudspeth
HM CAPITAL MANAGEMENT INC·INDIANAPOLIS, IN
David Wells Knall
CARDINAL EQUITY PARTNERS, LLC·INDIANAPOLIS, IN
Peter Timothy Uihlein
VINCERE WEALTH MANAGEMENT, LLC·INDIANAPOLIS, IN
CFP
Robert Lynn Cram
SANCTUARY ADVISORS, LLC·INDIANAPOLIS, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)WINONA LAKE (14)FISHERS (14)COLUMBUS (12)BLOOMINGTON (10)
City Guides
FORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideKOKOMO Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile