JJ
John J. Jurcago
PRESTIGE WEALTH MANAGEMENT LLC
Strongsville, OH 44136
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CRD#: 6561500
JJ
Professional summary
John James Jurcago is a registered financial advisor currently at PRESTIGE WEALTH MANAGEMENT LLC located in Strongsville, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm .
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.
John James Jurcago is an accountant and owner of an accounting firm, John J Jurcago CPA LLC. From time to time, he will offer clients advice or products from this activity. Prestige Wealth Management LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Prestige Wealth Management LLC in their capacity as
an accountant.
CRS (Client Relationship Summary) - RIA
Click below to view John James Jurcago'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®
NoneExperience
Current
October 15, 2015 - Present
PRESTIGE WEALTH MANAGEMENT LLC
Office #1: 10850 Pearl Road Ste D5, Strongsville, OH 44136RIA
CRD#: 281426
Strongsville, OH
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
Ohio(10/15/2015)
Exams
Current Firm
PW
PRESTIGE WEALTH MANAGEMENT LLC
PRESTIGE WEALTH MANAGEMENT LLC
CRD#: 281426 / SEC#:
Ohio
Registered Investment Advisory firm - (10/15/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10850 Pearl Road Ste D5, Strongsville, OH 44136
Mailing Address
Phone number
(440) 846-9170
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 27,199,586 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
