Jack Branch
Investment adviser representative at Pelican Advisory LLC
21 yearsExperience
2 statesRegistered in
$119MFirm assets
Under 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
21 years in the industry.
- Pelican Advisory LLCSep 2024 to now
- Pelican Family OfficeAug 2024 to now
- Branch Wealth StrategiesDec 2006 to now
- The O.N. Equity Sales CompanyOct 2005 to now
- Ohio National Financial ServicesAug 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
Pelican Advisory LLC
$119MAssets managed
207Clients
3Advisers
Under 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
- 4750894
- Firm CRD
- 330658