Darren Jurick
Darren Jurick is a registered investment advisor at Jurick Financial Services, based in Parkland, FL, with 32 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 393 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable, but the maximum fee shall not exceed 2.00% of client Assets Under Management.
Fee Estimator
Location
8040 NW 124 Terr, Parkland, FL, 33076
Get directionsHistory
Regulatory History (8)
Financial
September 2019Judgment / Lien
September 2019Customer Dispute
February 2019Financial
April 2017Financial
January 2017Financial
May 2016Customer Dispute
January 2016Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Darren is a licensed insurance professional, which is considered an investment-related business. This activity takes about 10% of his time.
Employment History
Current Registrations
Jurick Financial Services
Previous Registrations
Murray Street Capital Advisors, LLC
Singer Wealth Advisors INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gruntal & CO., L.L.C.Broker
Americorp Securities, INC.Broker
State Registrations1 state
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.