Jack Zboralske
Jack Zboralske is a registered investment advisor at Pinnacle Wealth Management, LLC, based in Roseville, CA, with 19 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 458 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees may be negotiable depending on the client’s circumstance. Certain legacy clients may have a different fee schedule.
Fee Estimator
Location
2999 Douglas Blvd, Suite 180, Roseville, CA, 95661
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 the IAR/CEO of Pinnacle Wealth Management and owner of Zboralske Investment Management. He also works as an insurance agent selling fixed life insurance and annuity contracts through PKS Financial Services and is a non-paid board member for Sacramento Valley Crime Stoppers.
Employment History
Current Registrations
Pinnacle Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pinnacle Asset Management, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
UBS Financial Services INC.
UBS Financial Services 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.