Jack Blanchard Gindler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 02/2002 → 02/2025
  Concourse Financial Group Securities Inc
  Austin, TX
• 04/1987 → Present
  Gindler, Chappell, Morrison & Company
  Austin, TX
• 07/2002 → 02/2025
  Concourse Financial Group Securities Inc
  Austin, TX
• 01/2000 → 10/2023
  (Dba) Jack Gindler Insurance
  Austin, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-07-22 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Austin, TX
  Austin, TX
  Birmingham, AL

Other Businesses

JACK GINDLER (RENTAL PROPERTY); Non-Investment Related; San Marcos, TX 78627; Rental Property; Owner; Start Date 01/2019; 1 hour per month with no hours per month occurring during trading hours; Rental Property. >> GINDLER, CHAPPELL, MORRISON & COMPANY; Non-Investment Related; 100 E Anderson Lane, Austin, TX 78752; Tax Preparation; Manager/President; Start Date 01/1984; 100 hours per month with a portion of those hours per month occurring during trading hours; Tax preparation. >> CAPITOL AREA COUNCIL BOY SCOUTS OF AMERICA; Non-Investment Related; 12500 North IH 35 South, Austin, TX 78753; Youth Organization; Board Member-Commissioner; Start Date 08/2015; 5 hours per month with 1 hour per month occurring during trading hours; Attend monthly board meetings, lead adult volunteers for unit service, no dealings with financial or investment activities.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-19
• S63 Uniform Securities Agent State Law Examination
  1998-12-17

Designations

• Certified Financial Planner