John Jacks, financial advisor Littleton CO
96 score

John Jacks

CRD Number: 1838297
Current Firm: Nfp Advisor Services, LLC

John Jacks (CRD# 1838297) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Littleton, CO and has over 28 years of experience in the finance industry. John Jacks 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.

Similar Advisors
Matt Carver, financial advisor Littleton CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Littleton CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Littleton CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Jacks & Associates Lakewood, CO Nov 1991 - Current 25
Horace Mann Insurance Denver, CO Oct 1987 - Current 29
Partners Securities, Inc. Lakewood, CO Jun 1999 - Apr 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for John C. Jacks
Phone Number: 512-697-6000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.