Jack Armstrong, financial advisor York PA

Jack Armstrong

CRD Number: 4060914
Current Firm: Commonwealth Financial Network

Jack Armstrong (CRD# 4060914) is an Investment Advisor Representative working at Commonwealth Financial Network in York, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2017 - Current 6
Keystone Financial Strategies York, PA Sep 2009 - Current 14
Geneos Wealth Management, Inc. York, PA Jul 2008 - Sep 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
Contact Info for Jack E. Armstrong
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
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, WY

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