Jack Charles Marino
Investment adviser representative at Lake Hills Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$206.9MFirm assets
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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
Experience
12 years in the industry.
- Lake Hills Wealth Management, LLCFeb 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2017
- Morgan StanleyFeb 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lake Hills Wealth Management, LLC
$206.9MAssets managed
229Clients
3Advisers
5 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
- 4663952
- Firm CRD
- 286175