JM
JM
Jack Murad is a registered investment advisor, based in Agoura Hills, CA, with 27 years of industry experience.
Location
28632 Roadside Drive, Suite 267, Agoura Hills, CA, 91301
Get directionsHistory
Regulatory History (1)
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Criminal
June 1985Final Disposition
Other Business ActivitiesSells Insurance
Jack runs an accounting services and tax preparation business, and owns residential rental real estate. He also sells equity indexed annuities and engages in fixed insurance business through Avantax Insurance, dedicating about a quarter of his time to annuity sales and a few hours per week to insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
June 1999 - September 2025 · 26 yrs 3 mos
Avantax Investment Services, INC.Broker
March 1999 - September 2025 · 26 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
January 1999 - February 1999 · 1 mo
State Registrations22 states
AZCACOCTFLGAILMAMNNMNVNYOKORPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.