Jack Hallier
Advisor at Raymond James & Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Raymond James & Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL 60540
Credentials
Series 66
Industry experience
4 years
Jack Hallier is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and consulting services.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
127 W Aurora Ave.
Naperville, IL 60540
Illinois · Texas
Raymond James & Assoicates
2023 - Present (3 years)
Kestra Advisory
2022 - 2023 (1 year)
Kestra Investment Services, LLC
2021 - 2023 (2 years)
Paylocity
2021 - 2021 (1 year)
Coast Incorporated
2020 - 2020 (1 year)
Hakuna Cloud
2019 - 2019 (1 year)
WET Solutions Inc.
2017 - 2019 (2 years)
DePauw University
2016 - 2020 (4 years)
Palatine High School
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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