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RJ

Richard J. Jackette

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CRD#: 2858877
RJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Jarrod Jackette, who also goes by Jarrod Jackette, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1997. Richard had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jarrod Jackette

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 10, 2018 - July 8, 2022

H2 INVESTMENTS LLC

RIA
CRD#: 227789
Katonah, NY
Past

July 3, 2017 - December 31, 2017

H2 INVESTMENTS LLC

RIA
CRD#: 227789
Katonah, NY
Past

November 16, 2004 - December 31, 2020

GREEN PASTURES WEALTH MANAGEMENT LLC

RIA
CRD#: 129693
SOUTHBURY, CT
Past

October 25, 2000 - December 5, 2005

FIRST MONTAUK SECURITIES CORP.

RIA
CRD#: 13755
SOUTHBURY, CT
Past

October 12, 2000 - March 31, 2004

FOUR SEASONS ASSET MANAGEMENT INC

RIA
CRD#: 106770
WESTPORT, CT
Past

March 3, 1997 - December 5, 2005

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
SOUTHBURY, CT

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/27/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


HI
H2 INVESTMENTS LLC
H2 INVESTMENTS LLC

CRD#: 227789 / SEC#:

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Contact information


Main Address
Longboat Key, FL
Mailing Address
Phone number
(203) 216-7417
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 11,000,000

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.

Company Information


H2 INVESTMENTS LLC

CRD#: 227789

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