Jack R. Meece
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 Russell Meece was a registered financial professional .
Jack is a previously registered financial professional and started their career in finance in 2004. Jack had worked at 3 firms and has passed the Series 66, Series 63, 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
July 12, 2017 - March 10, 2020
KNOX WEALTH PARTNERS ADVISORY
May 21, 2012 - December 31, 2019
LPL FINANCIAL LLC
May 21, 2012 - March 27, 2020
LPL FINANCIAL LLC
July 27, 2007 - March 29, 2012
EDWARD JONES
January 13, 2004 - March 29, 2012
EDWARD JONES
Primary Firm SEC Registration
KNOX WEALTH PARTNERS ADVISORY
CRD#: 288580 / SEC#: 801-110743
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KNOX WEALTH PARTNERS ADVISORY
CRD#: 288580 / SEC#: 801-110743
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 828 |
| AUM (Assets Under Management) | $ 231,274,258 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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