AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JE

John J. Eisz

Some features on this profile are disabled
CRD#: 76704
JE

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Joseph Eisz was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1971. John had worked at 16 firms and has passed the Series 66 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 25, 2014 - December 31, 2018

TACTICAL WEALTH SOLUTIONS, LLC

RIA
CRD#: 139064
ALISO VIEJO, CA
Past

November 15, 2007 - December 22, 2008

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
ROSEVILLE, CA
Past

November 12, 2007 - December 22, 2008

EPLANNING ADVISORS INC

RIA
CRD#: 109184
ROSEVILLE, CA
Past

November 2, 2006 - November 21, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

October 30, 2006 - November 21, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

February 23, 2005 - November 29, 2005

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WESTLAKE VILLAGE, CA
Past

February 15, 2005 - November 29, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 15, 2005 - November 29, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 4, 2004 - January 28, 2005

PRIVATE CONSULTING GROUP, INC.

RIA
CRD#: 45053
ENCINO, CA
Past

March 3, 2004 - January 28, 2005

PRIVATE CONSULTING GROUP, INC.

BD
CRD#: 45053
PORTLAND, OR
Past

November 22, 2000 - March 11, 2004

FREEDOM FINANCIAL, INC.

BD
CRD#: 45850
OMAHA, NE
Past

May 22, 1998 - December 21, 2000

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 16, 1991 - November 18, 1991

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 31, 1989 - June 3, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 31, 1989 - June 25, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 10, 1986 - August 10, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 5, 1984 - June 17, 1986

CAPITAL CONCEPTS INVESTMENT CORP.

BD
CRD#: 7115
Past

January 25, 1984 - February 13, 1984

MCFERRIN SECURITIES, INC.

BD
CRD#: 10329
Past

July 27, 1971 - February 23, 1982

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/22/1971
Registered Representative Examination

Current Firm

TW
TACTICAL WEALTH SOLUTIONS, LLC
PRIME CAPITAL FINANCIAL | TACTICAL WEALTH SOLUTIONS, LLC | TACTICAL WEALTH SOLUTIONS, INC. | STRATEGIC WEALTH MANAGEMENT

CRD#: 139064 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
33 Brookline, Aliso Viejo, CA 92656
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

TACTICAL WEALTH SOLUTIONS, LLC

CRD#: 139064

TRUST BUT VERIFY

Monitor John Eisz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.