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Samuel Jack

CONNECTUS WEALTH, LLC·CINCINNATI, Ohio
Unclaimed Profile
255 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 7313794Firm CRD# 310912
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONNECTUS WEALTH, LLC
CONNECTUS WEALTH
AUM
$8.7B
Regulatory assets under management
Employees
97
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH UPTIQ AND FRS
Regulatory
SEC/IARD CRD# 7313794
Firm CRD# 310912
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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