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Nicole Marie Jackmack

HBKS WEALTH ADVISORS
NAPLES, FL
·CRD# 7364102·5 years experience

Professional Summary

Nicole Marie Jackmack, who also goes by Nicole Jackmack, is a registered financial advisor currently at HBKS WEALTH ADVISORS located in Naples, Florida. Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nicole has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nicole Jackmack

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

HBKS WEALTH ADVISORS·CRD# 112139
RIA
3838 Tamiami Trail North Suite 202, Naples, FL 34103
July 15, 2021 - Present
PARK SHORE PARTNERS LLC·CRD# 145265
RIA
Naples, FL
June 8, 2021 - July 24, 2026

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Current Firm

HW
HBKS WEALTH ADVISORS

HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC

CRD#: 112139 / SEC#: 801-60424
RIA
Registered Investment Advisory firm - SEC (7/19/2001 Approved)
Ohio
Registered Investment Advisory firm - Ohio (11/28/2000 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/29/2001 Terminated)
Wyoming
Registered Investment Advisory firm - Wyoming (11/9/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2725 Colonial Ave, Erie, PA 16506

Phone Number

(814) 836-5776

# of Employees

109

SEC notice filing (30 States and Territories)

Registered to provide investment advisory services in 30 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HBKS WEALTH ADVISORS FORM ADV PART 2A 2-17-26 (2/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

21,190

AUM (Assets Under Management)

$7,661,939,874

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2026Cover PageReport
01/20/2026Cover PageReport
10/25/2024Cover PageReport
07/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PARK SHORE PARTNERS LLC, 3838 TAMIAMI TRAIL NORTH, NAPLES, FL, 34103. HEDGE FUND. ADVISOR ASSOCIATE. 10/4/2010. I SPEND 25% OF MY TIME WITH THIS BUSINESS, ALL DURING TRADING HOURS. HBKS WEALTH ADVISORS, 3838 TAMIAMI TRAIL NORTH, NAPLES, FL 34103. ADVISOR ASSOCIATE. 10/4/2010. I SPEND 75% OF MY TIME WITH THIS BUSINESS, ALL DURING TRADING HOURS.

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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".
HW
HBKS WEALTH ADVISORS

HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC

CRD#: 112139 / SEC#: 801-60424
RIA
Registered Investment Advisory firm - SEC (7/19/2001 Approved)
Ohio
Registered Investment Advisory firm - Ohio (11/28/2000 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/29/2001 Terminated)
Wyoming
Registered Investment Advisory firm - Wyoming (11/9/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(7/15/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Nicole Marie Jackmack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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