Jack Branch

Current Employers

Employment History

• 08/2005 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 10/2005 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 12/2006 → Present
  Branch Wealth Strategies
  Mandeville, LA
• 08/2024 → Present
  Pelican Family Office
  Covington, LA

Previous Registrations

• 2011-08-05 → 2015-12-31
  On Investment Management Co
  Mandeville, LA
  Cincinnati, OH
• 2010-10-11 → 2011-08-04
  Branch Wealth Strategies
  Metairie, LA
  Mandeville, LA
• 2005-02-22 → 2005-11-07
  Park Avenue Securities Llc
  Metairie, LA

Other Businesses

1) BRANCH WEALTH STRATEGIES, INC; NOT INVESTMENT RELATED; 201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; INSURANCE AGENCY; OWNER; START DATE: 05/01/2005; 175 HOURS PER MONTH(100 HOURS DURING TRADING) SELL LIFE, LONG TERM CARE, DISABILITY, FIXED AND EQUITY INDEXED ANNUITIES.2)AMERICAN EQUITY; NOT INVESTMENT RELATED;201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; FIXED AND INDEXED ANNUITIES; GENERAL AGENT;06/28/10;1 HOUR PER MONTH; SELLING FIXED ANNUITIES; 3) SECURITY BENEFIT; NOT INVESTMENT RELATED; 201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; FIXED ANNUITYS; AGENT; START DATE 02/28/2013; HOURS/MONTH 1; HOURS/TRADING 0; SELLING FIXED ANNUITIES; 4) ERT CPA - TEAM LEADER - NOT INVESTMENT RELATED - START 1/2018; 5) BLUE OCEAN LLC - MANAGING MEMBER - NOT INVESTMENT RELATED - PLANE OWNERSHIP - START 02/2025; 6) PELICAN FAMILY OFFICE - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 7) PFO MANAGEMENT LLC - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 8) PFO CONSULTING LLC - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 9) PFO CONSULTING - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 10) PFO RISK MANAGEMENT - NOT INVESTMENT RELATED - START 1/2025 - OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-29
• S63 Uniform Securities Agent State Law Examination
  2007-01-26

Other Names

• Jack Allen Branch
• Jack Branch