Jack F. Vorlicky
Professional summary
Jack Francis Vorlicky, who also goes by Jack F. Vorlicky, Jack Vorlicky, is a registered financial professional currently at U.S. BANCORP INVESTMENTS, INC. located in Chicago, Illinois.
Jack is registered as a RR (Registered Representative) and started their career in finance in 2021. Jack has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jack Francis Vorlicky's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2023 - Present
U.S. BANCORP INVESTMENTS, INC.
Office #1: 190 S Lasalle St, Chicago, IL 60603November 22, 2021 - June 21, 2023
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/11/2023)
Exams
What does exam status mean?
Series 79TO
Passed: 11/22/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
U.S. BANCORP INVESTMENTS, INC.
CRD#: 17868 / SEC#: 801-68122, 8-35359
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE SHAREHOLDER | |
| BEJASA, EILEEN | CHIEF OPERATIONS OFFICER AND DIRECTOR | 7002808 |
| CHOKSHI, KIRIT VINOD | DIRECTOR | 1849164 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER AND DIRECTOR | 5829700 |
| CLARK, VANESSA L | CHIEF LEGAL OFFICER | 6563101 |
| CONNOR, DOUGLAS LEE JR | DIRECTOR | 2323144 |
| DONNELLY, SHANNON MCCRARY | SENIOR VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER | 2429382 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER AND DIRECTOR | 5025315 |
| SCHUMER, RONALD EDWARD | DIRECTOR | 2671949 |
| SCOTT, GEORGE MAULDIN III | DIRECTOR | 4902301 |
| SHWEDO, BLAIR DONALD JR. | DIRECTOR | 5175494 |
| STEGEMEYER, STEPHEN KYLE | DIRECTOR | 2793064 |
| WHANG, JAMES | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2737019 |
Regulatory assets under management
| Total Number of Accounts | 65,208 |
| AUM (Assets Under Management) | $ 22,940,857,825 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 13 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | ||
| 12/19/2024 | ||
| 11/21/2023 |
Red Flags
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Company Information
U.S. BANCORP INVESTMENTS, INC.
CRD#: 17868Chicago, IL 60603TRUST BUT VERIFY
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