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JS

Jack T. Studebaker

PEACHTREE PC INVESTORS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 7536696
JS

Professional summary

Jack Thomas Studebaker, who also goes by Jack Studebaker, is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia.

Jack is registered as a RR (Registered Representative) and started their career in finance in 2022. Jack has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jack Studebaker

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 Thomas Studebaker's CRS (Customer Relationship Summary).
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

August 13, 2024 - Present

PEACHTREE PC INVESTORS, LLC

Office #1: One Alliance Center 3500 Lenox Road, Suite 625, Atlanta, GA 30326
BD
CRD#: 301004
Atlanta, GA
Past

July 19, 2022 - July 29, 2024

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

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
Connecticut
(8/13/2024)
RR
Delaware
(8/13/2024)
RR
District of Columbia
(8/13/2024)
RR
Georgia
(8/13/2024)
RR
Illinois
(8/13/2024)
RR
Indiana
(8/13/2024)
RR
Maine
(8/13/2024)
RR
Maryland
(8/13/2024)
RR
Massachusetts
(8/13/2024)
RR
Michigan
(8/13/2024)
RR
New Hampshire
(8/13/2024)
RR
New Jersey
(8/13/2024)
RR
New York
(8/13/2024)
RR
Ohio
(8/13/2024)
RR
Pennsylvania
(8/13/2024)
RR
Rhode Island
(8/13/2024)
RR
Vermont
(8/13/2024)
RR
West Virginia
(8/13/2024)
RR
Wisconsin
(8/13/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/19/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/25/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC

CRD#: 301004 / SEC#: , 8-70317

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

Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEACHTREE PC ADVISORS HOLDING, LLCOWNER
BEATON, DANIEL STEWARTFINOP4240769
CHO, WONHEE NMNPRESIDENT5903574
FRASIER, MICHAEL JOHNCHIEF COMPLIANCE OFFICER3013598

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

PEACHTREE PC INVESTORS, LLC

CRD#: 301004Atlanta, GA 30326

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