Unclaimed Profile

Samuel Jack

CONNECTUS WEALTH, LLC·CINCINNATI, Ohio

Clean recordCONNECTUS WEALTH, LLC

255 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 7313794Firm CRD# 310912

Profile Verification

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

Identity

Samuel Jack · CINCINNATI, OH

Registration

CRD #7313794 · CONNECTUS WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Jack is a registered financial advisor based in CINCINNATI, Ohio, affiliated with CONNECTUS WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONNECTUS WEALTH, LLC

CONNECTUS WEALTH

AUM

$8.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONNECTUS WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: REVENUE SHARING WITH UPTIQ AND FRS

Regulatory

SEC/IARD CRD# 7313794

Firm CRD# 310912

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Jack offer?

Samuel Jack specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Samuel Jack's credentials?

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

Where is Samuel Jack located?

Samuel Jack is based in CINCINNATI, Ohio, working with CONNECTUS WEALTH, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Samuel Jack charge for services?

Samuel Jack's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with uptiq and frs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNECTUS WEALTH, LLC?

CONNECTUS WEALTH, LLC has approximately 97 employees and manages $8.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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