Jack Brkich
Jack Brkich is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Santa Ana, CA, with 35 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707
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Regulatory History
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.
Learn about disclosures →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
Jmb Financial Managers, INC.
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Fortis Investors, INC.Broker
State Registrations22 states
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