Jack E. Strube

PEAK FINANCIAL PLANNING

Keystone Heights, FL

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CRD#: 7639561

Professional summary

Jack Edward Strube III, who also goes by Jack E Strube, Jack Strube, Edward Strube, is a registered financial advisor currently at PEAK FINANCIAL PLANNING located in Keystone Heights, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jack has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jack E Strube | Jack Strube | Edward Strube

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 Edward Strube III's 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

June 18, 2026 - Present

PEAK FINANCIAL PLANNING

RIA

CRD#: 317288

Keystone Heights, FL

Past

February 13, 2026 - March 16, 2026

FRENCH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 177517

JACKSONVILLE, FL

Past

June 7, 2024 - February 26, 2025

EDWARD JONES

RIA

CRD#: 250

CARROLLTON, TX

Past

June 7, 2024 - February 26, 2025

EDWARD JONES

CRD#: 250

CARROLLTON, TX

Past

February 13, 2024 - May 20, 2024

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

April 7, 2023 - October 31, 2023

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

GAINESVILLE, FL

Past

April 6, 2023 - October 31, 2023

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

GAINESVILLE, FL

Past

January 23, 2023 - February 14, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

December 2, 2022 - February 14, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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

California
(6/18/2026)

IAR

Florida
(6/19/2026)

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

State Security Law Exam

IAR

Series 66

Date: 1/3/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2022

Securities Industry Essentials Examination

Current Firm

PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING | PEAK FINANCIAL PLANNING, LLC

CRD#: 317288 / SEC#:

California

Registered Investment Advisory firm - (12/8/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/21/2025 Approved)

Texas

Registered Investment Advisory firm - (4/16/2024 Conditional Restricted)

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Contact information

Main Address

21201 Victory Blvd Suite 215, Canoga Park, CA 91303

Mailing Address

Phone number

(818) 600-6099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 75,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Jack E. Strube

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Edward Strube III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRENCH CAPITAL MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

FISHER INVESTMENTS

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2023

Series 7TO

Date: 12/2/2022

SIE

Date: 10/21/2022

Current Firm

PEAK FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEAK FINANCIAL PLANNING

TRUST BUT VERIFY

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