JL
Jesse N. Lunin-pack
LUNIN-PACK PLANNING AND ADVICE
COLD SPRING, NY 10516
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CRD#: 4448224
JL
Professional summary
Jesse Nmn Lunin-pack, who also goes by Jesse Lunin-pack, Jessie Lunin-pack, is a registered financial advisor currently at LUNIN-PACK PLANNING AND ADVICE, LLC located in Cold Spring, New York.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jesse has worked at 8 firms and has passed the Series 66, SIE, Series 86, Series 7 and Series 87 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jesse Lunin-Pack | Jessie Lunin-Pack
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) Lunin-Pack Financial Group, LLC. Position: CEO. Description: Lunin-Pack Financial Group, LLC is the holding company for Lunin-Pack Planning & Advice, LLC, Lunin-Pack Insurance Advisors, LLC, and Lunin-Pack Training & Education, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015 ADDRESS: 292 Main Street, Suite 1, Cold Spring NY 10516, United States 2) Lunin-Pack Insurance Advisors, LLC, Manager / Insurance Agent; Investment Related: Yes; Address: 292 Main Street, Cold Spring NY 10516;NUMBER OF HOURS 5 DURING SECURITIES TRADING HOURS: 5 3) Lunin-Pack Training & Education, Consultant; Investment Related: No; Address: 292 Main Street, Cold Spring, NY 10516; NUMBER OF HOURS 5 DURING SECURITIES TRADING HOURS: 5 4) LP PROPERTY HOLDINGS, LLC POSITION: Managing Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 292 Main Street, Cold Spring NY 10516 DESCRIPTION: Holding company for office space that is rented out to other businesses. 5) Power of Attorney for Barbara-Jane Frishberg, family member. 6) CO-EXECUTOR OF THE ESTATE OF GLEN DE VRIES POSITION: Co-executor NATURE: Not a business - I am serving as the co-executor of an estate in my individual capacity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/03/2021 ADDRESS: 297 Dennytown Road, Putnam Valley NY 10579-1411, United States DESCRIPTION: Protect, value, and distribute the estate assets according to the instructions in my friend's last will and testament. File required income and estate tax returns. Other duties as may arise in settling the estate.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Nmn Lunin-pack's 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®
NoneExperience
Current
January 6, 2025 - Present
LUNIN-PACK PLANNING AND ADVICE, LLC
Office #1: 292 Main Street First Floor, Suite 1, Cold Spring, NY 10516RIA
CRD#: 334066
COLD SPRING, NY
Past
January 3, 2025 - January 5, 2025
LUNIN-PACK PLANNING AND ADVICE, LLC
RIA
CRD#: 334066
COLD SPRING, NY
Past
January 19, 2024 - January 3, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
COLD SPRING, NY
Past
January 19, 2024 - January 3, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
COLD SPRING, NY
Past
September 15, 2021 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
COLD SPRING, NY
Past
July 13, 2010 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
COLD SPRING, NY
Past
December 19, 2008 - July 14, 2010
KELLEHER FINANCIAL ADVISORS, LLC
RIA
CRD#: 126021
NEW YORK, NY
Past
December 19, 2008 - July 14, 2010
WALL STREET ACCESS
BD
CRD#: 10012
NEW YORK, NY
Past
July 10, 2006 - December 26, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW YORK, NY
Past
December 9, 2004 - April 6, 2006
CREDIT AGRICOLE SECURITIES (USA) INC.
BD
CRD#: 190
NEW YORK, NY
Past
November 15, 2001 - August 26, 2002
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
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".
LP
LUNIN-PACK PLANNING AND ADVICE, LLC
LUNIN-PACK PLANNING AND ADVICE, LLC
CRD#: 334066 / SEC#: 801-131681
RIA
Registered Investment Advisory firm - (12/20/2024 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.Highlighted states indicate IAR registrations
IAR
New York(1/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LP
LUNIN-PACK PLANNING AND ADVICE, LLC
LUNIN-PACK PLANNING AND ADVICE, LLC
CRD#: 334066 / SEC#: 801-131681
RIA
Registered Investment Advisory firm - (12/20/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
292 Main Street First Floor, Suite 1, Cold Spring, NY 10516
Mailing Address
Phone number
(845) 265-4300
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 26,124,443 |
Red Flags
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Company Information
LUNIN-PACK PLANNING AND ADVICE, LLC
CRD#: 334066Cold Spring, NY 10516TRUST BUT VERIFY
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