Jack J. Desemar

ISC ADVISORS

Miramar Beach, FL

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CRD#: 3062422

Professional summary

Jack Joseph Desemar JR is a registered financial advisor currently at ISC ADVISORS, INC. located in Miramar Beach, Florida and INSTITUTIONAL SECURITIES CORPORATION located in Dallas, Texas.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jack has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) Future System LLC., zero comp annually. Intellectual property development and marketing of life insurance product and planning system design development and marketing, President, started 2006, 4 hours per month, strategic business decisions and business planning. 2.) The Future Group Ltd., commission income from Life Insurance Agency Sales, Owner/agent, started 1972, 5 hours per month with zero hours during trading, life and health insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Joseph Desemar JR'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

March 26, 2013 - Present

ISC ADVISORS, INC.

RIA

CRD#: 166586

Miramar Beach, FL

Current

June 21, 2011 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 3500 Oak Lawn Ave Suite 400, Dallas, TX 75219

CRD#: 20291

Dallas, TX

Past

October 5, 2011 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA

CRD#: 20291

Miramar Beach, FL

Past

July 29, 2010 - October 4, 2011

THE FUTURE GROUP ADVISORS, L.L.C.

RIA

CRD#: 117018

BATON ROUGE, LA

Past

February 29, 2008 - July 23, 2008

LEVEL FOUR FINANCIAL, LLC

RIA

CRD#: 25700

BATON ROUGE, LA

Past

November 15, 2005 - June 20, 2011

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

BATON ROUGE, LA

Past

March 6, 2001 - November 14, 2005

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

July 2, 1998 - February 26, 2001

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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".

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 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.

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

Alabama
(6/6/2023)

IAR

Arkansas
(4/22/2022)

Colorado
(1/2/2024)

Florida
(9/16/2013)

Louisiana
(6/21/2011)

IAR

Louisiana
(3/26/2013)

Mississippi
(1/2/2024)

Missouri
(4/21/2022)

Texas
(4/21/2022)

IAR

Texas
(4/30/2025)

Washington
(4/21/2022)

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 65

Date: 2/26/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/30/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/6/1998

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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Contact information

Main Address

3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 520-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,989
AUM (Assets Under Management)	$ 1,539,119,817

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.

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Firm Stability Insights

Jack J. Desemar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Joseph Desemar JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL SECURITIES CORPORATION

INSTITUTIONAL SECURITIES CORPORATION

THE FUTURE GROUP ADVISORS, L.L.C.

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

PAN-AMERICAN FINANCIAL ADVISERS

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

ISC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2008

Series 63

Date: 7/17/1998

SIE

Date: 10/1/2018

Series 6

Date: 6/30/1998

Series 26

Date: 10/6/1998

FINRA

Current Firm

ISC ADVISORS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC ADVISORS, INC.

TRUST BUT VERIFY

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