Jack Marshall Hallier
Investment adviser representative at Patrick M. Sweeney & Associates, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.5MFirm 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
10 years in the industry.
- Patrick M. Sweeney & Associates, IncAug 2026 to now
- Raymond James & AssoicatesMar 2023 to Jul 2026
- Kestra Advisory Services, LLCJan 2022 to Mar 2023
- Kestra Investment Services, LLCMar 2021 to Mar 2023
- PaylocityJan 2021 to Mar 2021
- Coast IncorporatedOct 2020 to Nov 2020
- Hakuna CloudJan 2019 to May 2019
- Wet Solutions Inc.Jun 2017 to Aug 2019
- Depauw UniversityAug 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Patrick M. Sweeney & Associates, Inc
$252.5MAssets managed
86Clients
3Advisers
6 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
- 7445693
- Firm CRD
- 112802