Jack Oujo (CRD# 2195600) is an Investment Advisor Representative working at Avantax Advisory Services in Wall Township, NJ and has over 31 years of experience in the finance industry. Jack Oujo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Wall, NJ | Aug 2017 - Current | 6 |
| First Protective | Birmingham, AL | Nov 2013 - Current | 10 |
| Jack Oujo Cpa, Inc. | Wall, NJ | Oct 2004 - Current | 19 |
| Jack Oujo Cpa, Inc. | Wall, NJ | Aug 2003 - Current | 20 |
| Avantax Advisory Services | Wall, NJ | Aug 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Wall, NJ | Nov 1991 - Current | 32 |
| Pierson & Co Cpa's | Sea Girt, NJ | Jun 1991 - Current | 32 |
| Jekcm Loop | Wall, NJ | Jan 2004 - Oct 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- FL
- NJ
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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