JL
JL

Jack Lubecker

36 Years of Experience
Hoffman Estates, IL

Jack Lubecker is a registered investment advisor at Integrity Investment Management, based in Hoffman Estates, IL, with 36 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1000K1.20%
$1.0M - $5.0M1.05%
$5M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2300 Barrington Road, Suite 400, Hoffman Estates, IL, 60169

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Integrity Investment Management
October 2017 - Present · 8 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2008 - August 2017 · 9 yrs
LPL Financial LLCBroker
August 2008 - August 2017 · 9 yrs
UBS Financial Services INC.
June 2001 - September 2008 · 7 yrs 3 mos
UBS Financial Services INC.Broker
May 2001 - September 2008 · 7 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1996 - May 2001 · 4 yrs 8 mos
B. C. Ziegler and CompanyBroker
September 1992 - September 1996 · 4 yrs
Travelers Equities Sales, INC.Broker
June 1987 - April 1989 · 1 yr 10 mos
Pruco Securities CorporationBroker
May 1986 - May 1987 · 1 yr
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.