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JP

Jack Eldon Pratt Iii

MARSHBERRY CAPITAL, LLC.
Plano, TX
·CRD# 4436736·20 years experience

Professional Summary

Jack Eldon Pratt III, who also goes by Jack Eldon Pratt III, Jack Eldon Pratt, is a registered financial advisor currently at MARSHBERRY CAPITAL, LLC. located in Plano, Texas. Jack is registered as a RR (Registered Representative) and started their career in finance in 2001. Jack has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, Series 79TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Eldon Pratt Iii, Jack Eldon Pratt

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

MARSHBERRY CAPITAL, LLC.·CRD# 157384
BD
7160 N. Dallas Pkwy, #530, Plano, TX 75024
June 21, 2022 - Present
CAPFINANCIAL SECURITIES, LLC.·CRD# 126291
RIA
Dallas, TX
June 15, 2010 - January 18, 2011
CAPFINANCIAL SECURITIES, LLC.·CRD# 126291
BD
Dallas, TX
June 15, 2010 - January 18, 2011
RBC CAPITAL MARKETS, LLC·CRD# 31194
RIA
Dallas, TX
September 24, 2009 - June 16, 2010
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
Dallas, TX
November 5, 2007 - June 16, 2010
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
December 5, 2001 - July 10, 2003

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Current Firm

MC
MARSHBERRY CAPITAL, LLC.

MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: 8-68848
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122

Mailing Address

28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122

Phone Number

(440) 354-3230

Established

Ohio since 11/24/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT—
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(8/14/2025)
RR
California
(10/21/2024)
RR
Florida
(3/4/2026)
RR
Illinois
(4/28/2026)
RR
Maine
(10/21/2024)
RR
Massachusetts
(3/3/2026)
RR
Missouri
(7/11/2025)
RR
Oklahoma
(10/21/2024)
RR
Texas
(10/5/2022)
RR
Washington
(1/9/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2022About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2009About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2022About the Series 7TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jun 2022About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2022About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2007About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jack Eldon Pratt III's CRS (Customer Relationship Summary).

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JP
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