Unclaimed Profile

Brian Rocco Jack

BRR OPCO, LLC·COLUMBUS, Ohio

Clean recordBRR OPCO, LLC

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 6626055Firm CRD# 106536

Profile Verification

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

Identity

Brian Rocco Jack · COLUMBUS, OH

Registration

CRD #6626055 · BRR OPCO, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Rocco Jack is a registered financial advisor based in COLUMBUS, Ohio, affiliated with BRR OPCO, 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

BRR OPCO, LLC

BUDROS, RUHLIN & ROE

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRR OPCO, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 6626055

Firm CRD# 106536

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Rocco Jack offer?

Brian Rocco Jack specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Brian Rocco Jack's credentials?

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

Where is Brian Rocco Jack located?

Brian Rocco Jack is based in COLUMBUS, Ohio, working with BRR OPCO, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Brian Rocco Jack charge for services?

Brian Rocco Jack's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRR OPCO, LLC?

BRR OPCO, LLC has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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