Unclaimed Profile

Richard Francis Jack

MEADOWBROOK WEALTH MANAGEMENT, LLC·GARDEN CITY, New York

SIE, Series 7, Series 16, Series 63, Series 65, Series 86, Series 87Clean record11 years registeredMEADOWBROOK WEALTH MANAGEMENT, LLC

1044 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 4166546Firm CRD# 110508

Profile Verification

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

Identity

Richard Francis Jack · GARDEN CITY, NY

Registration

CRD #4166546 · MEADOWBROOK WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MEADOWBROOK WEALTH MANAGEMENT, LLC

Apr 2021 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2014 – Mar 2015

GARDEN CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · September 26, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEADOWBROOK WEALTH MANAGEMENT, LLC

CRD 110508 · SEC 801-110418

AUM

$61M

Regulatory assets under management

Employees

238 client accounts

Services offered by MEADOWBROOK WEALTH MANAGEMENT, LLC

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 MEADOWBROOK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Francis Jack offer?

Richard Francis Jack specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.

What are Richard Francis Jack's credentials?

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

Where is Richard Francis Jack located?

Richard Francis Jack is based in GARDEN CITY, New York, working with MEADOWBROOK WEALTH MANAGEMENT, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does Richard Francis Jack charge for services?

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

How large is MEADOWBROOK WEALTH MANAGEMENT, LLC?

MEADOWBROOK WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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