Jack McChurch, financial advisor Houston TX
93 score

Jack McChurch

CRD Number: 5318291
Current Firm: Wells Fargo Advisors, LLC

Jack McChurch (CRD# 5318291) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC The Woodlands, TX Jan 2015 - Current 1
Wells Fargo Bank, Na The Woodlands, TX Dec 2014 - Current 2
J.p. Morgan Securities LLC The Woodlands, TX Oct 2012 - Jan 2015 2
Jp Morgan Chase Na Houston, TX Apr 2007 - Jan 2015 7
Home Depot Spring, TX Feb 2013 - May 2014 1
Chase Investment Services Corp. Houston, TX Apr 2007 - Oct 2012 5
Myler Church Building Systems Crawfordsville, IN Dec 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination May 2007
Contact Info for Jack D. McChurch
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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