Jack Charles Biltis
Professional Summary
Jack Charles Biltis, who also goes by Lorne Charles Biltis, is a registered financial advisor currently at TAG WEALTH MANAGEMENT, LLC located in Phoenix, Arizona. Jack is registered as a RR (Registered Representative) and started their career in finance in 2008. Jack has worked at 1 firm and has passed the Series 66, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lorne Charles Biltis
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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
18 years in the financial services industry
Current & Past Employments
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Current Firm
DIAMOND BAY SECURITIES CORP. | TAG WEALTH MANAGEMENT, LLC | TAG WEALTH MANAGEMENT, INC | JOHN BURTON & CO., INC.
Contact Information
Main Address
20815 N Cave Creek Road, Phoenix, AZ 85024Mailing Address
20815 N Cave Creek Road, Phoenix, AZ 85024Phone Number
(623) 792-9300Established
Arizona since 12/16/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
(11/24/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jack Charles Biltis's CRS (Customer Relationship Summary).
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