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JM

Jack F. Marsh

ENVOY SECURITIES
Charlotte, NC 28202
Some features on this profile are disabled
CRD#: 6929392
JM
Jack Francis MarshENVOY SECURITIES

Professional summary

Jack Francis Marsh is a registered financial professional currently at ENVOY SECURITIES located in Charlotte, North Carolina.

Jack is registered as a RR (Registered Representative) and started their career in finance in 2021. Jack has worked at 4 firms and has passed the Series 63, Series 79TO and SIE exams.

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) - BD

Click below to view Jack Francis Marsh'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

June 22, 2026 - Present

ENVOY SECURITIES

Office #1: 300 S. Tryon St Suite 200, Charlotte, NC 28202
BD
CRD#: 327493
Charlotte, NC
Past

September 2, 2025 - June 30, 2026

CANACCORD GENUITY LLC

BD
CRD#: 1020
Charlotte, NC
Past

December 15, 2023 - August 26, 2025

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

February 25, 2021 - September 14, 2023

PHARUS SECURITIES, LLC

BD
CRD#: 148002
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(6/30/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/11/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/25/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ES
ENVOY SECURITIES
ENVOY SECURITIES | ENVOY SECURITIES LLC

CRD#: 327493 / SEC#: , 8-71118

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Mailing Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Phone number
(704) 251-5164
Established
Delaware since 05/03/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ENVOY CAPITAL ADVISORS LLCMANAGING MEMBER
MARTIN, GARTH MITCHELLMANAGING DIRECTOR7433278
POSTIGO, KEVIN ANDREDIRECTOR6343857
SCHLEIFER, JUSTIN HAYESCHIEF COMPLIANCE OFFICER/FINOP5977433

Red Flags

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Company Information

ENVOY SECURITIES

CRD#: 327493Charlotte, NC 28202

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