Jeremy Chad Ftacek
Investment adviser representative at United Advisor Group
22 yearsExperience
2 statesRegistered in
$1.4BFirm assets
3 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
22 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2023 to now
- United Advisor GroupJun 2023 to now
- Ftacek Financial Services, LLC.Jul 2007 to now
- Cambridge Investment Research Advisors, Inc.Nov 2017 to Jul 2023
- Cambridge Investment Research, Inc.Nov 2017 to Jul 2023
- Invest Financial Corp.Jul 2004 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4327735
- Firm CRD
- 324205