Darren G. Jurick

JURICK FINANCIAL SERVICES

Parkland, FL 33076

Some features on this profile are disabled

CRD#: 2414166

Professional summary

Darren Gregory Jurick, who also goes by Darren G Jurick, is a registered financial advisor currently at JURICK FINANCIAL SERVICES located in Parkland, Florida.

Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Darren has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darren G Jurick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Jurick is also a licensed insurance professional, an investment-related business. Mr. Jurick spends approximately 10% of his time per month in this capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darren Gregory Jurick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 10, 2023 - Present

JURICK FINANCIAL SERVICES

Office #1: 8040 Nw 124 Terr, Parkland, FL 33076

RIA

CRD#: 324787

Parkland, FL

Past

April 13, 2020 - February 5, 2024

MURRAY STREET CAPITAL ADVISORS, LLC

RIA

CRD#: 300232

Parkland, FL

Past

September 15, 2017 - March 20, 2020

SINGER WEALTH ADVISORS INC.

RIA

CRD#: 170470

BOCA RATON, FL

Past

August 25, 2016 - April 19, 2018

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

Boca Raton, FL

Past

August 19, 2016 - April 19, 2018

INVESTACORP, INC.

CRD#: 7684

BOCA RATON, FL

Past

November 9, 2012 - August 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Ft Lauderdale, FL

Past

November 9, 2012 - August 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Ft Lauderdale, FL

Past

February 10, 2005 - November 16, 2012

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

MIRAMAR, FL

Past

January 8, 2005 - November 16, 2012

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MIRAMAR, FL

Past

November 21, 2000 - January 28, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FORT LAUDERDALE, FL

Past

November 21, 2000 - January 28, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 14, 1997 - December 1, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 1, 1994 - October 29, 1997

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

January 24, 1994 - February 1, 1994

AMERICORP SECURITIES, INC.

CRD#: 30405

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/2/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1994

General Securities Representative Examination

Current Firm

JURICK FINANCIAL SERVICES

CRD#: 324787 / SEC#:

Florida

Registered Investment Advisory firm - (10/10/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8040 Nw 124 Terr, Parkland, FL 33076

Mailing Address

Phone number

(954) 557-4859

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 41,093,357

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Darren G. Jurick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darren Gregory Jurick's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURRAY STREET CAPITAL ADVISORS, LLC

SINGER WEALTH ADVISORS INC.

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GRUNTAL & CO., L.L.C.

AMERICORP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2000

Series 63

Date: 4/11/1994

SIE

Date: 4/19/2018

Series 7

Date: 1/21/1994

Current Firm

JURICK FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JURICK FINANCIAL SERVICES

TRUST BUT VERIFY

Similar Advisors