Jack Gelnak

Employer firm

Premier Wealth Advisors, Inc. CRD 146676

$25.0M regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Premier Captial Management Insurance Services, Inc.
  Woodland Hills, CA
• 01/2008 → Present
  Premier Capital Mortgage And Realty, Inc.
  Woodland Hills, CA
• 12/2007 → Present
  Premier Wealth Advisors, Inc.
  Woodland Hills, CA

Previous Registrations

• 2009-06-15 → 2018-12-31
  Premier Wealth Advisors, Inc.
  Woodland Hills, CA
• 2008-01-10 → 2009-08-31
  Gold Coast Securities, Inc.
  Woodland Hills, CA
• 2006-11-09 → 2007-12-31
  Woodbury Financial Services, Inc.
  Woodland Hills, CA
  Tarzana, CA
  Woodland Hills, CA
• 2003-08-01 → 2006-11-21
  Walnut Street Securities, Inc.
  Woodland Hills, CA
• 2003-03-19 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  Woodland Hills, CA
• 1999-12-15 → 2003-03-11
  Independent Capital Management
  Woodland Hills, CA
• 2002-06-24 → 1998-01-30
  Independent Capital Management
  Woodland Hills, CA

Other Businesses

LICENSED TO SELL INSURANCE PRODUCTS THROUGH PREMIER CAPITAL MANAGEMENT INSURANCE SERVICES, INC./ 80 HOURS PER MONTH WITH 0 DURING TRADING HOURS. LICENSED TO SELL MORTGAGE AND REAL ESTATE PRODUCTS THROUGH PREMIER CAPITAL MORTGAGE AND REALTY, INC. / 60 HOURS PER MONTH WITH 0 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-21
• S63 Uniform Securities Agent State Law Examination
  1998-03-06

Other Names

• Jack Alex Gelnak