Jack Breen (CRD# 7756059) is an Investment Advisor Representative working at 49 Financial in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 49 Wealth Management | Charlotte, NC | Jun 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2023 - Jan 2024 | < 1 |
| North Carolina State University | Raleigh, NC | Aug 2019 - May 2023 | 3 |
| Tmf Group | Raleigh, NC | Feb 2022 - Apr 2023 | 1 |
| Best Buy | Mooresville, NC | Jan 2017 - Jan 2020 | 3 |
| Community School Of Davidson | Davidson, NC | Jan 2013 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- TX
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
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Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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