Jack E. Andrews
Professional summary
Jack Edward Andrews III, who also goes by Jack Andrews, is a registered financial advisor currently at ATHENA INVESTMENT MANAGEMENT located in Pasadena, California.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jack has worked at 1 firm and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jack Edward Andrews III's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 1997 - Present
ATHENA INVESTMENT MANAGEMENT
Office #1: 180 South Lake Ave. Suite 610, Pasadena, CA 91101Primary Firm SEC Registration
ATHENA INVESTMENT MANAGEMENT
CRD#: 106542 / SEC#: 801-13100
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/1997)
Exams
Series 2
Date: 9/14/1990
Non-Member General Securities ExaminationCurrent Firm
ATHENA INVESTMENT MANAGEMENT
CRD#: 106542 / SEC#: 801-13100
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 397 |
| AUM (Assets Under Management) | $ 297,965,179 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/12/2025 | ||
| 03/26/2024 | ||
| 03/21/2023 |
Red Flags
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