Jesse Nmn Lunin-pack
Investment adviser representative at Lunin-pack Planning and Advice, LLC
16 yearsExperience
1 stateRegistered in
$32.4MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Lunin-pack Planning and Advice, LLCJan 2025 to now
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services, IncJul 2010 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lunin-pack Planning and Advice, LLC
$32.4MAssets managed
38Clients
2Advisers
1 yearIn 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
- 4448224
- Firm CRD
- 334066