Jack McCroken, financial advisor Rockland MA
90 score

Jack McCroken

CRD Number: 5928560
Current Firm: Ubs Financial Services Inc.

Jack McCroken (CRD# 5928560) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Rockaland, MA Apr 2014 - Current 2
Cco Investment Services East Providence, RI Apr 2013 - Apr 2014 1
Citizens Bank Quincy, MA Aug 2012 - May 2013 < 1
Cco Investment Services Corp. Quincy, MA Aug 2012 - Apr 2013 < 1
Cco Investment Services Norwood, MA Apr 2012 - Aug 2012 < 1
Cco Investment Services Corp. Whitman, MA May 2011 - Apr 2012 < 1
Citizens Bank Whitman, MA Feb 2010 - Apr 2012 2
Unemployed East Bridgewater, MA Aug 2009 - Feb 2010 < 1
Blockbuster Video Bridgewater, MA Feb 2004 - Aug 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jack A. McCroken
Phone Number: 201-352-3000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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