Mark JachecCRD Number: 2487716
Current Firm: Clarity Capital Partners
Mark Jachec (CRD# 2487716) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 28 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|American Trust Investment Services, Inc.||Westlake Village, CA||Jun 2021 - Current||1|
|Clarity Capital Partners||Westlake Village, CA||Dec 2020 - Current||1|
|Lifeline Wealth Management||Westlake Village, CA||Oct 2009 - Current||12|
|Apw Capital, Inc.||Rockaway, NJ||Oct 2009 - May 2021||11|
|Lifeline Wealth Advisors||Westlake Village, CA||Nov 2009 - Dec 2020||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management422MILLIONS
Total Number of Accounts283ACCOUNTS
Average Account Value$1,489,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, MI, NC, NJ, NV, NY, OR, TX, VA, VT, WA
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