Jack Murad, financial advisor Woodland Hills CA
73 score

Jack Murad

CRD Number: 3162030
Current Firm: H.d. Vest Advisory Services, Inc.

Jack Murad (CRD# 3162030) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Woodland Hills, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Woodland Hills, CA Feb 1999 - Current 17
Jack B. Murad, Cpa, Mbt Woodland Hills, CA Dec 1990 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jack B. Murad
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV

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BADGES
73

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