Jack J Hallak
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJan 2022 to now
- Pruco Securities, LLC.Jan 2022 to Nov 2024
- UnemployedMar 2021 to Dec 2021
- Morgan StanleyDec 2018 to Mar 2021
- Morgan Stanley Private Bank, N.A.Dec 2018 to Mar 2021
- UnemployedFeb 2018 to Dec 2018
- Bank of America, N.A.Jun 2017 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Feb 2018
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2981137
- Firm CRD
- 8733