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Jack Dykema

RAI WEALTH
NAPERVILLE, IL
·CRD# 7552196·2 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Allen Dykema

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

2 years in the financial services industry

Current & Past Employments

Current

RAI WEALTHCurrent·CRD# 324695
RIA
1700 Park Street, Suite 106, Naperville, IL 60563
April 14, 2026 - Present
PRIVATE CLIENT SERVICES, LLCCurrent·CRD# 120222
RIA
BD
1700 Park Street, Suite 106, Naperville, IL 60563
April 22, 2024 - Present

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Current Firm

RW
RAI WEALTH

BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594
RIA
Registered Investment Advisory firm - SEC (4/5/2023 Approved)

Contact Information

Main Address

1700 Park Street, Suite 106, Naperville, IL 60563

Phone Number

(630) 733-8434

# of Employees

12

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (3/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,220

AUM (Assets Under Management)

$530,789,306

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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.

PRIVATE CLIENT SERVICES NAPERVILLE IL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 03/2024 INVESTMENT RELATED

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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".
RW
RAI WEALTH

BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Illinois
(4/14/2026)

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 7TO — General Securities Representative Examination

Passed Apr 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2024About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jack Dykema's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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