Jack Branch

PELICAN ADVISORY LLC

COVINGTON, LA 70433

Some features on this profile are disabled

CRD#: 4750894

Professional summary

Jack Branch Jr, who also goes by Jack Allen Branch, Jack Branch, is a registered financial advisor currently at PELICAN ADVISORY LLC located in Covington, Louisiana.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jack has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Allen Branch | Jack Branch

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) BRANCH WEALTH STRATEGIES, INC; NOT INVESTMENT RELATED; 201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; INSURANCE AGENCY; OWNER; START DATE: 05/01/2005; 175 HOURS PER MONTH(100 HOURS DURING TRADING) SELL LIFE, LONG TERM CARE, DISABILITY, FIXED AND EQUITY INDEXED ANNUITIES.2)AMERICAN EQUITY; NOT INVESTMENT RELATED;201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; FIXED AND INDEXED ANNUITIES; GENERAL AGENT;06/28/10;1 HOUR PER MONTH; SELLING FIXED ANNUITIES; 3) SECURITY BENEFIT; NOT INVESTMENT RELATED; 201 HOLIDAY BLVD SUITE 400 COVINGTON LA 70433; FIXED ANNUITYS; AGENT; START DATE 02/28/2013; HOURS/MONTH 1; HOURS/TRADING 0; SELLING FIXED ANNUITIES; 4) ERT CPA - TEAM LEADER - NOT INVESTMENT RELATED - START 1/2018; 5) BLUE OCEAN LLC - MANAGING MEMBER - NOT INVESTMENT RELATED - PLANE OWNERSHIP - START 02/2025; 6) PELICAN FAMILY OFFICE - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 7) PFO MANAGEMENT LLC - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 8) PFO CONSULTING LLC - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 9) PFO CONSULTING - NOT INVESTMENT RELATED - START 1/2025 - OWNER; 10) PFO RISK MANAGEMENT - NOT INVESTMENT RELATED - START 1/2025 - OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Branch Jr'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®

None

Experience

Current

September 17, 2024 - Present

PELICAN ADVISORY LLC

Office #1: 2301 North Highway 190 Suite 12, Covington, LA 70433

RIA

CRD#: 330658

COVINGTON, LA

Past

August 5, 2011 - December 31, 2015

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

MANDEVILLE, LA

Past

October 11, 2010 - August 4, 2011

BRANCH WEALTH STRATEGIES

RIA

CRD#: 141762

MANDEVILLE, LA

Past

October 24, 2005 - December 31, 2015

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

COVINGTON, LA

Past

February 22, 2005 - November 7, 2005

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

METAIRIE, LA

Past

April 20, 2004 - November 7, 2005

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

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

Louisiana
(9/17/2024)

IAR

Mississippi
(7/22/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/29/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/26/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/19/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PELICAN ADVISORY LLC

PELICAN ADVISORY LLC | PFO CONSULTING | PELICAN FAMILY OFFICE LLC

CRD#: 330658 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/26/2024 Approved)

Mississippi

Registered Investment Advisory firm - (8/27/2024 Approved)

Texas

Registered Investment Advisory firm - (2/24/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

681 River Highland Blvd., Covington, LA 70433

Mailing Address

Phone number

(985) 237-4033

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 78,506,324

Red Flags

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.

Similar Advisors

Nicholas George

CLEARMIND CAPITAL

IAR

COLUMBUS, OH

Brandon Hendricks

MARINER WEALTH

IAR

Commercial Point, OH

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jack Branch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Branch Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

PELICAN ADVISORY LLC

ON INVESTMENT MANAGEMENT CO

BRANCH WEALTH STRATEGIES

THE O.N. EQUITY SALES COMPANY

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2008

Series 63

Date: 1/26/2007

SIE

Date: 12/31/2015

Series 6

Date: 4/19/2004

Current Firm

PELICAN ADVISORY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PELICAN ADVISORY LLC

TRUST BUT VERIFY

Similar Advisors