JE
Jack C. Ebenreiter
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
West Chester, PA
Some features on this profile are disabled
CRD#: 2852441
JE
Professional summary
Jack Custer Ebenreiter, who also goes by Jack C. Ebenreiter Cfa, is a registered financial advisor currently at MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC located in West Chester, Pennsylvania and FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. located in West Chester, Pennsylvania.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jack has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack C. Ebenreiter Cfa
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.
FROM 11/2023 TO PRESENT, OWNER OF G'S IMAGINATIONS LLC AT 1214 HAMILTON DRIVE, WEST CHESTER, PA 19380. DUTIES ARE NOT INVESTMENT RELATED AND ARE NOT PERFORMED DURING TRADING HOURS. TIME SPENT IS APPROXIMATELY 3 HOURS A MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Custer Ebenreiter'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®
NoneExperience
Current
February 17, 2011 - Present
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
Office #2: 1398 Wilmington Pike, West Chester, PA 19382RIA
CRD#: 109355
West Chester, PA
Current
February 17, 2011 - Present
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
Office #2: 1398 Wilmington Pike, West Chester, PA 19382RIA
CRD#: 106277
West Chester, PA
Current
February 17, 2011 - Present
FEDERATED INVESTMENT COUNSELING
Office #2: 1398 Wilmington Pike, West Chester, PA 19382RIA
CRD#: 105325
West Chester, PA
Current
February 17, 2011 - Present
FEDERATED SECURITIES CORP.
Office #2: 1398 Wilmington Pike, West Chester, PA 19382RIA
BD
CRD#: 5009
WEST CHESTER, PA
Current
February 17, 2011 - Present
FEDERATED SECURITIES CORP.
Office #1: 1398 Wilmington Pike, West Chester, PA 19382RIA
BD
CRD#: 5009
West Chester, PA
Past
May 12, 2010 - September 14, 2010
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 106277
NEW YORK, NY
Past
November 11, 2009 - September 14, 2010
FEDERATED SECURITIES CORP.
RIA
CRD#: 5009
PITTSBURGH, PA
Past
August 19, 2009 - September 14, 2010
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
RIA
CRD#: 109355
BOSTON, MA
Past
August 18, 2009 - September 14, 2010
FEDERATED INVESTMENT COUNSELING
RIA
CRD#: 105325
PITTSBURGH, PA
Past
August 13, 2009 - September 14, 2010
FEDERATED SECURITIES CORP.
BD
CRD#: 5009
PITTSBURGH, PA
Past
April 3, 2009 - May 1, 2009
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BERWYN, PA
Past
January 3, 2006 - November 5, 2008
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BERWYN, PA
Past
August 5, 2004 - December 31, 2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.
BD
CRD#: 40644
JENKINTOWN, PA
Past
October 31, 1997 - July 15, 2004
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
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".
FI
FEDERATED INVESTMENT COUNSELING
FEDERATED HERMES CW HENDERSON DIVISION | FEDERATED INVESTMENT COUNSELING (INCLUDING ITS FEDERATED HERMES CW HENDERSON DIVISION) | FEDERATED INVESTMENT COUNSELING | FEDERATED HERMES CW HENDERSON, A DIVISION OF FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
RIA
Registered Investment Advisory firm - (6/12/1989 Approved)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.RR
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
RR
Alabama(2/17/2011)
RR
Alaska(2/17/2011)
RR
Arizona(2/17/2011)
RR
Arkansas(2/17/2011)
RR
California(2/17/2011)
RR
Colorado(2/17/2011)
RR
Connecticut(2/17/2011)
RR
Delaware(2/17/2011)
RR
District of Columbia(2/17/2011)
RR
Florida(2/17/2011)
RR
Georgia(2/17/2011)
RR
Hawaii(2/17/2011)
RR
Idaho(2/17/2011)
RR
Illinois(2/17/2011)
IAR
Illinois(10/14/2022)
RR
Indiana(2/17/2011)
RR
Iowa(2/17/2011)
RR
Kansas(2/17/2011)
RR
Kentucky(2/17/2011)
RR
Louisiana(2/17/2011)
RR
Maine(2/17/2011)
RR
Maryland(2/17/2011)
RR
Massachusetts(2/17/2011)
IAR
Massachusetts(2/18/2011)
RR
Michigan(2/17/2011)
RR
Minnesota(2/17/2011)
RR
Mississippi(2/17/2011)
RR
Missouri(2/17/2011)
RR
Montana(2/17/2011)
RR
Nebraska(2/17/2011)
RR
Nevada(2/17/2011)
RR
New Hampshire(2/17/2011)
RR
New Jersey(2/17/2011)
RR
New Mexico(2/17/2011)
RR
New York(2/17/2011)
IAR
New York(8/5/2021)
RR
North Carolina(2/17/2011)
RR
North Dakota(2/17/2011)
RR
Ohio(2/18/2011)
RR
Oklahoma(2/17/2011)
RR
Oregon(2/17/2011)
RR
Pennsylvania(2/17/2011)
IAR
Pennsylvania(2/17/2011)
RR
Puerto Rico(2/17/2011)
IAR
Puerto Rico(2/17/2011)
RR
Rhode Island(2/17/2011)
RR
South Carolina(2/17/2011)
RR
South Dakota(2/17/2011)
RR
Tennessee(2/17/2011)
RR
Texas(2/17/2011)
IAR
Texas(2/17/2011)
RR
Utah(2/17/2011)
RR
Vermont(2/17/2011)
RR
Virginia(2/17/2011)
RR
Washington(2/17/2011)
RR
West Virginia(2/17/2011)
RR
Wisconsin(2/17/2011)
RR
Wyoming(2/17/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FI
FEDERATED INVESTMENT COUNSELING
FEDERATED HERMES CW HENDERSON DIVISION | FEDERATED INVESTMENT COUNSELING (INCLUDING ITS FEDERATED HERMES CW HENDERSON DIVISION) | FEDERATED INVESTMENT COUNSELING | FEDERATED HERMES CW HENDERSON, A DIVISION OF FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
RIA
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Contact information
Main Address
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
Mailing Address
Phone number
(412) 288-1900
Established
Firm type
Fiscal year end
# of Employees
213
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,579 |
| AUM (Assets Under Management) | $ 199,641,239,415 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/11/2023 | ||
| 07/29/2022 |
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.
