JH
JH

Jack Hallier

4 Years of Experience
Naperville, IL
Broker

Jack Hallier is a registered investment advisor at Raymond James & Associates, INC., based in Naperville, IL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

127 W Aurora Ave., Naperville, IL, 60540

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
January 2022 - March 2023 · 1 yr 2 mos
Kestra Investment Services, LLCBroker
October 2021 - March 2023 · 1 yr 5 mos
State Registrations8 states
CAFLILINMINCSCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.