Jack A. Jerzewski
LPL ENTERPRISE | Financial Advisor and Partner, American Heritage Financial
TROY, MI 48084
CRD#: 7294153
Professional summary
Jack Anthony Jerzewski is a registered financial advisor currently at LPL ENTERPRISE, LLC located in Troy, Michigan.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jack has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
What makes you the best choice for clients?
I've worked in financial services for over 10 years in the tax, insurance, and investment space. My team is extremely experienced.
What are your service offerings?
Retirement Planning
Risk Management & Insurance
Financial Planning
Do you have an area of expertise or specialization?
401(k) Rollover and Roth IRA
Long-term Care
Saving for Retirement
Which demographics do you typically serve?
Baby Boomers (60-78)
Gen X (44-59)
Gen Y (28-43)
What is your current number of clients?
Under 50
What is your minimum asset requirement?
50K
How do you get paid?
Percentage of Assets
Commission
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.
1. 08/01/2025 - Jack Jerzewski - Non-Variable Insurance - Inv Related - Harrison Township, MI - Start Date 07/16/2025 - 10hrs/MTH 10hrs/MTH During Trading 2. 08/01/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Harrison Township, MI - Start Date 07/22/2025 - 160hrs/MTH 160hrs/MTH During Trading 3. 08/01/2025 - Jack Jerzewski - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Harrison Township, MI - Start Date 07/22/2025 - 160hrs/MTH 160hrs/MTH During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jack Anthony Jerzewski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jack Anthony Jerzewski'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
August 15, 2025 - Present
LPL ENTERPRISE, LLC
Office #1: 101 W Big Beaver Road Suite 705, Troy, MI 48084RIA
BD
CRD#: 8733
TROY, MI
Current
August 15, 2025 - Present
LPL ENTERPRISE, LLC
Office #1: 101 W Big Beaver Road Suite 705, Troy, MI 48084RIA
BD
CRD#: 8733
TROY, MI
Past
July 1, 2024 - September 2, 2025
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Harrison Township, MI
Past
April 27, 2024 - September 2, 2025
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
December 21, 2020 - March 20, 2024
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SOUTHFIELD, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LE
LPL ENTERPRISE, LLC
APPALACHIAN INVESTMENT CORPORATION | LPLE | LPL ENTERPRISE, LLC | LPL ENTERPRISE | HARVEST FINANCIAL CORPORATION WILL DO INVESTMENT ADVISORY BUSINESS ONLY IN CALIFORNIA AS HARVEST ADVISORS | HARVEST FINANCIAL CORPORATION
CRD#: 8733 / SEC#: 801-130883, 8-26037
RIA
Registered Investment Advisory firm - SEC (8/7/2024 Approved)California
Registered Investment Advisory firm - SEC (11/29/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/7/2023 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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.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
Indiana(8/15/2025)
RR
Michigan(8/15/2025)
IAR
Michigan(8/15/2025)
RR
Ohio(8/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/21/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LE
LPL ENTERPRISE, LLC
APPALACHIAN INVESTMENT CORPORATION | LPLE | LPL ENTERPRISE, LLC | LPL ENTERPRISE | HARVEST FINANCIAL CORPORATION WILL DO INVESTMENT ADVISORY BUSINESS ONLY IN CALIFORNIA AS HARVEST ADVISORS | HARVEST FINANCIAL CORPORATION
CRD#: 8733 / SEC#: 801-130883, 8-26037
RIA
Registered Investment Advisory firm - SEC (8/7/2024 Approved)California
Registered Investment Advisory firm - SEC (11/29/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/7/2023 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
1055 Lpl Way, Fort Mill, SC 29715
Mailing Address
1055 Lpl Way, Fort Mill, SC 29715
Phone number
(704) 733-3300
Established
Delaware since 05/25/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
4,650
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LPL HOLDINGS, INC. | MANAGING MEMBER | |
| HORAN-ADAMS, KIRBY LEPAK | CHIEF EXECUTIVE OFFICER. PRESIDENT | 5097259 |
| MALFITANO, STEVEN THOMAS | PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER, FINOP | 3178848 |
| MORRISON, STEVEN PHILIP | SECRETARY | 4529345 |
| SHEEHAN, RICHARD STEVEN | SVP, CHIEF COMPLIANCE OFFICER | 3096567 |
Regulatory assets under management
| Total Number of Accounts | 114,002 |
| AUM (Assets Under Management) | $ 18,862,098,900 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/25/2025 |
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.
Company Information
LPL ENTERPRISE, LLC
Financial Advisor and Partner, American Heritage FinancialCRD#: 8733Troy, MI 48084TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
