Jack L. Bartz Inc.

Jack L. Bartz Inc. (CRD# 116642) is a financial advisory firm headquartered in Shelton, WA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jack L. Bartz Inc.
Showing 1 - 1 of 1 top financial advisors.
Jack L. Bartz
CRD#: 4486015
2337 Olympic Hwy N Ste 102, Shelton, WA 98584

Jack Bartz (CRD# 4486015) is an Investment Advisor Representative working at Jack L. Bartz Inc. in Shelton, WA and has over 16 years of experience in the finance industry. Jack Bartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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