Jack Spencer is a CFP-designated registered investment advisor, based in Valley City, OH, with 56 years of industry experience.
Location
Valley City, OH
Get directionsHistory
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 independent insurance agent since 2018 and sells firewood. He is also an advisory representative of a registered investment advisor and an investment advisor representative under the DBA name J. Spencer Investments, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Mutual Service CorporationBroker
Anchor National Financial Services, INC.Broker
Western Reserve Financial Services CORPBroker
Westfield Securities CompanyBroker
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.