Jason Burack

HAWK CAPITAL MANAGEMENT LLC

Millbury, MA

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CRD#: 5937085

Professional summary

Jason Burack is a registered financial advisor currently at HAWK CAPITAL MANAGEMENT LLC located in Millbury, Massachusetts.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Burack'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 3, 2014 - Present

HAWK CAPITAL MANAGEMENT LLC

RIA

CRD#: 172700

Millbury, MA

Past

August 15, 2011 - March 28, 2012

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

BALA CYNWYD, PA

Past

July 18, 2011 - March 28, 2012

THE INVESTMENT CENTER, INC.

CRD#: 17839

BALA CYNWYD, PA

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

Massachusetts
(9/3/2014)

IAR

Pennsylvania
(11/4/2014)

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 66

Date: 8/12/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/23/2011

General Securities Principal Examination

Current Firm

HAWK CAPITAL MANAGEMENT LLC

CRD#: 172700 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/3/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/3/2014 Approved)

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Contact information

Main Address

Millbury, MA

Mailing Address

Phone number

(610) 283-0904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 23,167,858

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason Burack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Burack's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAWK CAPITAL MANAGEMENT LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2011

Series 7

Date: 7/15/2011

Series 24

Date: 11/23/2011

Current Firm

HAWK CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAWK CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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