Daniel Aaron Jack

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2024 → 08/2024
  Kansas City Life Insurance Company
  Kansas City, MO
• 09/2007 → Present
  Premium Insights, Llc
  Wichita, KS
• 12/2015 → 12/2016
  State Farm Insurance
  Springfield, MO
• 12/2015 → 12/2016
  State Farm Vp Management Corp
  Springfield, MO
• 01/2017 → 06/2018
  One Advisory Partners, Llc
  Overland Park, KS
• 12/2018 → 03/2019
  Pruco Securities, Llc
  Englewood, CO
• 12/2018 → 03/2019
  The Prudential Insurance Company Of America
  Englewood, CO
• 09/2019 → 02/2024
  Allstate Insurance Company
  Wichita, KS
• 03/2024 → 08/2025
  Sunset Financial Services, Inc.
  Kansas City, MO
• 08/2025 → Present
  Prime Capital Financial
  Overland Park, KS

Previous Registrations

• 2019-10-17 → 2024-02-09
  Allstate Financial Advisors, Llc
  Wichita, KS
  Wichita, KS
• 2017-01-05 → 2018-07-02
  One Advisory Partners, Llc
  Overland Park, KS
• 2015-01-29 → 2015-05-06
  Cambridge Investment Research Advisors, Inc.
  Wichita, KS
• 2014-10-14 → 2014-12-16
  Foresters Equity Services, Inc.
  Witchita, KS
  San Diego, CA
• 2014-02-25 → 2014-04-08
  Awm Asset Management Llc
  Englewood, CO

Other Businesses

1. PREMIUM INSIGHTS, LLC, POSITION: President NATURE: I am paid royalties from the book I authored. It is passive income. No efforts regarding anything book related and the small amount of time it requires will be completed during business hours. I also get paid small trail commissions on fixed life insurance from my previous sales. This issue it unrelated to KC Life and/or Sunset Financial Services. 2. I also am on the Board of Directors for the Greater Wichita Fellowship of Christian Athletes. I receive no compensation and have no authority or direction or access to money or how organizational funds are to be spent. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2007 ADDRESS: 2250 N Rock Rd, Suite 118 Box 166, Wichita KS 67226, United States , DESCRIPTION: Amazon Publishing deposits royalty money into my account from book sales and then I pay myself with that money. Allstate deposits small checks into my account on Wednesdays each week.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-26
• S65 Uniform Investment Adviser Law Examination
  2013-07-06

Other Names

• Daniel Jack
• Daniel Jack
• Daniel Aaron Jack
• Daniel A Jack