Jack Gelnak
Jack Gelnak is a registered investment advisor at Premier Wealth Advisors, INC., based in Woodland Hills, CA, with 26 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 62 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Wealth Advisors uses third-party managers, and the advisory fee charged to the client will range from 0.5% to 1.0%, depending on the third-party manager selected and the size of the account managed. A portion of the fee is remitted to Premier Wealth Advisors. The exact fee received by Premier Wealth Advisors will be disclosed to the client. The aggregate fee charged by both Premier Wealth Advisors and the selected registered investment advisor will never exceed 2.00% of the client’s assets under management.
Location
6200 Canoga Ave. Suite 202, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Jack is licensed to sell insurance products through Premier Capital Management Insurance Services, Inc., dedicating about half of his time. He is also licensed to sell mortgage and real estate products through Premier Capital Mortgage and Realty, Inc., spending about 10-20% of his time on this.
Employment History
Current Registrations
Premier Wealth Advisors, INC.
Previous Registrations
Premier Wealth Advisors, INC.
Gold Coast Securities, INC.
Woodbury Financial Services, INC.
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Independent Capital Management
Independent Capital Management
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.