Jack Alpern (CRD# 4557403) is an Investment Advisor Representative working at Essential Financial Planning, Inc. in Warren, OH and has over 24 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Essential Financial Planning, Inc. | Warren, OH | Aug 2013 - Current | 10 |
| Essential Financial Planning, Inc. | Warren, OH | Nov 2003 - Current | 20 |
| Jack N. Alpern Company, L.p.a. | Warren, OH | May 1976 - Current | 47 |
| Triad Advisors, Inc. | Norcross, GA | Feb 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
OH
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