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Jack Andrew Weisenbach

United Capital Financial Advisors

Fort Collins, CO

CRD 6345370

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-06
CO RA APPROVED 2016-06-20
  • TX RA
    APPROVED
    Since 2020-02-06
  • CO RA
    APPROVED
    Since 2016-06-20

Branch Locations

401 W Mountain Ave Ste 101, Fort Collins, CO 80521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Irving TX 06/2016 Present
  • 06/2016 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-20
  • S65 Uniform Investment Adviser Law Examination
    2016-06-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Nearby Investors

RALPH TALBERT SHINN
Karl W Harman
John Michael Booton

Nearby Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

More in Fort Collins, CO

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