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JF

Jack M. Flury

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CRD#: 3018901
JF

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.

Jack Michael Flury was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1998. Jack had worked at 6 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 17, 2007 - February 25, 2013

SOJOURN FINANCIAL STRATEGIES, LLC

RIA
CRD#: 142670
WORTHINGTON, OH
Past

September 18, 2003 - February 26, 2007

FLURY FINANCIAL SERVICES, LLC

RIA
CRD#: 127524
COLUMBUS, OH
Past

January 2, 2003 - December 31, 2006

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
COLUMBUS, OH
Past

November 22, 2002 - December 31, 2006

INVESTACORP, INC.

BD
CRD#: 7684
COLUMBUS, OH
Past

March 14, 2001 - December 4, 2002

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

March 10, 1998 - March 6, 2001

DONAHUE SECURITIES, INC.

BD
CRD#: 24330
CINCINNATI, OH

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
RR
Series 63
Date: 3/9/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SOJOURN FINANCIAL STRATEGIES, LLC
SOJOURN FINANCIAL STRATEGIES, LLC

CRD#: 142670 / SEC#:

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Contact information


Main Address
Pleasantville, OH
Mailing Address
Phone number
(614) 397-9543
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 18,315,310

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


SOJOURN FINANCIAL STRATEGIES, LLC

CRD#: 142670

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