Jesse Nmn Lunin-pack
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jesse Lunin-Pack, Jessie Lunin-Pack
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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 on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
LUNIN-PACK PLANNING AND ADVICE, LLC
Contact Information
Main Address
292 Main Street First Floor, Suite 1, Cold Spring, NY 10516Phone Number
(845) 265-4300# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
74AUM (Assets Under Management)
$32,447,668Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
LUNIN-PACK PLANNING AND ADVICE, LLC
State Registrations and Notice Filings
(1/6/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Oct 2004About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jesse Nmn Lunin-pack's CRS (Customer Relationship Summary).
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