Jack Arduin

BYRNE FINANCIAL FREEDOM | Financial Advisor

FORT MYERS, FL 33913

CRD#: 2642564

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Professional summary

Jack Arduin, who also goes by Jack Richard Arduin, Jack Arduin, John Richard Arduin Jr, John Richard Arduin, John Arduin, Jack Arduin Jr, Arduin Jack, is a registered financial advisor currently at BYRNE FINANCIAL FREEDOM, LLC located in Fort Myers, Florida and LPL FINANCIAL LLC located in Fort Myers, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jack has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investments

Sustainable and Responsible In...

Wealth Preservation Strategies

Are you a "fiduciary"?

Yes

Aliases

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Arduin's CRS (Customer Relationship Summary).

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

June 4, 2026 - Present

BYRNE FINANCIAL FREEDOM, LLC

Office #1: 10012 Gulf Center Drive Suite 4, Fort Myers, FL 33913

RIA

CRD#: 167893

FORT MYERS, FL

Current

May 14, 2026 - Present

LPL FINANCIAL LLC

Office #1: 10012 Gulf Center Dr Ste 4, Fort Myers, FL 33913

RIA

CRD#: 6413

FORT MYERS, FL

Past

January 18, 2022 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Fort Myers, FL

Past

January 14, 2022 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Fort Myers, FL

Past

November 18, 2016 - January 24, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ST. JAMES CITY, FL

Past

May 31, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

LEHIGH ACRES, FL

Past

May 23, 2016 - January 24, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

LEHIGH ACRES, FL

Past

May 8, 2015 - June 29, 2016

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 134510

Boca Raton, FL

Past

March 4, 2015 - May 10, 2016

HERBERT J. SIMS & CO, INC.

CRD#: 3420

BOCA RATON, FL

Past

November 21, 2013 - March 6, 2015

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

DAYTONA BEACH, FL

Past

December 5, 2003 - March 6, 2015

FIFTH THIRD SECURITIES, INC.

CRD#: 628

DAYTONA BEACH, FL

Past

January 15, 1996 - January 16, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

October 17, 1995 - January 12, 1996

FIRST OF MICHIGAN CORPORATION

CRD#: 311

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BYRNE FINANCIAL FREEDOM, LLC

CRD#: 167893 / SEC#: 801-107534

RIA

Registered Investment Advisory firm - (3/28/2016 Approved)

Florida

Registered Investment Advisory firm - (4/5/2016 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/5/2016 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/13/2016 Terminated)

New York

Registered Investment Advisory firm - (4/5/2016 Terminated)

Rhode Island

Registered Investment Advisory firm - (4/5/2016 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/14/2026)

IAR

Florida
(6/4/2026)

Indiana
(5/14/2026)

Michigan
(5/14/2026)

New York
(5/14/2026)

North Carolina
(5/14/2026)

Pennsylvania
(5/14/2026)

Texas
(5/14/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/4/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BYRNE FINANCIAL FREEDOM, LLC

CRD#: 167893 / SEC#: 801-107534

RIA

Registered Investment Advisory firm - (3/28/2016 Approved)

Florida

Registered Investment Advisory firm - (4/5/2016 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/5/2016 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/13/2016 Terminated)

New York

Registered Investment Advisory firm - (4/5/2016 Terminated)

Rhode Island

Registered Investment Advisory firm - (4/5/2016 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2016 Terminated)

PREMIUM

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Contact information

Main Address

11 East Street, Franklin, MA 02038

Mailing Address

Phone number

(508) 528-9366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BYRNE FINANCIAL DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,657
AUM (Assets Under Management)	$ 435,738,200

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jack Arduin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Arduin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

HERBERT J. SIMS & CO, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

NATCITY INVESTMENTS, INC.

FIRST OF MICHIGAN CORPORATION

Primary Firm SEC Registration

BYRNE FINANCIAL FREEDOM, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2013

Series 63

Date: 3/4/1996

SIE

Date: 10/1/2018

Series 7

Date: 10/16/1995

FINRA

Current Firm

BYRNE FINANCIAL FREEDOM, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BYRNE FINANCIAL FREEDOM, LLC

TRUST BUT VERIFY

Contact information

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