JB
CFP
JB
CFP

Jack Mike Brkich

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707

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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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Other Business ActivitiesSells Insurance

Jack is an investment advisory representative at JMB Financial Managers, Inc. since 1997, and an agent selling fixed insurance (life, health, disabilities, and long-term care) with various companies since 2016; both take about a quarter of his time each. He also works as a sales rep for Life Lock Benefit Solutions and is a board member at St. Cecilia Church, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 1 yr 11 mos
Jmb Financial Managers, INC.
July 1997 - Present · 28 yrs 7 mos
Cetera Advisors LLCBroker
October 1992 - Present · 33 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
July 1997 - March 2024 · 26 yrs 8 mos
Fortis Investors, INC.Broker
October 1990 - September 1992 · 1 yr 11 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.