Jack Zhu (CRD# 7800658) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has 1 year of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballew Investment Inc. | Jackson, MS | Aug 2023 - Current | < 1 |
| Unemployed | Canton, MS | Apr 2023 - Aug 2023 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2019 - Apr 2023 | 3 |
| Wealthshield Partners | Jackson, MS | May 2022 - Jul 2022 | < 1 |
| Sound Financial Strategies Group | Flowood, MS | Jun 2021 - Jul 2021 | < 1 |
| Country Club Of Jackson | Jackson, MS | May 2019 - Jul 2019 | < 1 |
| Mississippi Makos Swim Team | Flowood, MS | Aug 2018 - May 2019 | < 1 |
| Jackson Preparatory School | Flowood, MS | Feb 2014 - May 2019 | 5 |
| Country Club Of Jackson | Jackson, MS | May 2018 - Jul 2018 | < 1 |
| Briarwood Swim Team | Jackson, MS | May 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MS
-
Total Assets Under Management1,043MILLIONS
-
Total Number of Accounts1,668ACCOUNTS
-
Average Account Value$625,362
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AL, FL, GA, LA, MO, MS, NC, OK, SC, TN, TX
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