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Jack W Luna

Optimus Capital Advisors, LLC

Coppell, TX

CRD 4614490

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Employer firm

Optimus Capital Advisors, LLC CRD 147500

$264M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Optimus Capital Advisors, Llc

743 W. Main Street, Coppell, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-05-22
  • TX RA
    APPROVED
    Since 2014-05-22

Branch Locations

743 W. Main Street, Coppell, TX 75019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optimus Capital Advisors, Llc Grapevine TX 05/2014 Present
Previous Registrations
Other Businesses

MR. LUNA IS LICENSED AS AN INDEPENDENT INSURANCE AGENT AND OFFERS INSURANCE PRODUCTS TO ADVISORY CLIENTS FOR WHICH HE IS COMPENSATED IN THE FORM OF COMMISSIONS. MR.LUNA MAY SPEND APPROXIMATELY 10% OF HIS TIME IN THIS CAPACITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-10
  • S66 Uniform Combined State Law Examination
    2003-07-10
Other Names
  • Jackey Luna

View on SEC IAPD

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