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JP

Jack W. Parren

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CRD#: 357073
JP

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 William Parren was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1970. Jack had worked at 8 firms and has passed the Series 63, Series 7TO, SIE and Series 1 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

December 4, 2013 - April 15, 2022

INVESTMENTS FOR YOU, INC.

BD
CRD#: 29257
MARYSVILLE, OH
Past

January 7, 2011 - December 2, 2013

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
COLUMBUS, OH
Past

November 9, 2004 - December 31, 2010

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
COLUMBUS, OH
Past

April 4, 1991 - November 30, 2004

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

April 15, 1985 - December 13, 1989

GREAT LAKES SECURITIES INC.

BD
CRD#: 13766
WORTHINGTON, OH
Past

June 19, 1983 - March 29, 1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

February 15, 1982 - June 12, 1984

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

May 13, 1970 - June 12, 1984

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680

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: 1/25/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 5/2/1970
Registered Representative Examination

Current Firm

IF
INVESTMENTS FOR YOU, INC.
INVESTMENTS FOR YOU, INC.

CRD#: 29257 / SEC#: , 8-44179

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1040 N. Maple Street, Marysville, OH 43040
Mailing Address
1040 N. Maple Street, Marysville, OH 43040
Phone number
(937) 644-1661
Established
Ohio since 08/21/1991
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BINGMAN, MAX CURTISPRESIDENT/CHIEF COMPLIANCE OFFICER1079183

Disclosures

Regulatory Event3

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

INVESTMENTS FOR YOU, INC.

CRD#: 29257

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