Jack W. Mcgovern
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 W Mcgovern II, who also goes by Jack W Mcgovern II, Jack William Mcgovern Ii, Jack Mcgovern, Jack W Mcgovern, Jack William Mcgovern, was a registered financial professional .
Jack is a previously registered financial professional and started their career in finance in 2001. Jack had worked at 12 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 24, 2025 - October 1, 2025
LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
August 3, 2022 - August 9, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 21, 2022 - August 8, 2023
FIDELITY BROKERAGE SERVICES LLC
November 30, 2021 - July 6, 2022
ALLSTATE FINANCIAL SERVICES, LLC
October 21, 2020 - April 1, 2021
HORACE MANN INVESTORS, INC.
February 26, 2020 - August 5, 2020
PRUCO SECURITIES, LLC.
February 6, 2020 - August 5, 2020
PRUCO SECURITIES, LLC.
August 23, 2019 - January 27, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
May 22, 2019 - January 27, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
October 20, 2015 - April 28, 2017
CHARLES SCHWAB & CO., INC.
January 18, 2005 - November 22, 2005
PACIFIC CORNERSTONE CAPITAL INCORPORATED
August 6, 2003 - October 18, 2004
PACIFIC SELECT DISTRIBUTORS, LLC
April 16, 2002 - July 23, 2003
ATLAS SECURITIES, LLC
May 29, 2001 - April 1, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
CRD#: 288599 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 147 |
| AUM (Assets Under Management) | $ 25,373,239 |
Red Flags
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