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JD

Jack Dykema

RAI WEALTH
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 7552196
JD

Professional summary

Jack Dykema, who also goes by Jack Allen Dykema, is a registered financial advisor currently at RAI WEALTH located in Naperville, Illinois and PRIVATE CLIENT SERVICES, LLC located in Naperville, Illinois.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jack has worked at 2 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Allen Dykema

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) - RIA

Click below to view Jack Dykema'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

April 14, 2026 - Present

RAI WEALTH

Office #1: 1700 Park Street, Suite 106, Naperville, IL 60563
RIA
CRD#: 324695
NAPERVILLE, IL
Current

April 22, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1700 Park Street, Suite 106, Naperville, IL 60563
RIA
BD
CRD#: 120222
Naperville, IL

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".
RW
RAI WEALTH
BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594

RIA
Registered Investment Advisory firm - (4/5/2023 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/14/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

RW
RAI WEALTH
BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594

RIA
Registered Investment Advisory firm - (4/5/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1700 Park Street, Suite 106, Naperville, IL 60563
Mailing Address
Phone number
(630) 733-8434
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,220
AUM (Assets Under Management)$ 530,789,306

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

RAI WEALTH

CRD#: 324695Naperville, IL 60563

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