Jack Pappas
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oppenheimer & Co. Inc.Mar 2026 to now
- Arcola Country ClubMay 2025 to Feb 2026
- Fordham UniversitySep 2024 to May 2025
- Goya FoodsMay 2024 to Aug 2024
- Fordham UniversitySep 2023 to May 2024
- Arcola Country ClubMay 2023 to Aug 2023
- Fordham UniversityAug 2022 to May 2023
- Arcola Country ClubMay 2022 to Aug 2022
- Fordham UniversityAug 2021 to May 2022
- Sicilian SunMay 2021 to Aug 2021
- Ramapo High SchoolMar 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 8244110
- Firm CRD
- 249