JD
JD

Jack Joseph Desemar

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
Loading...

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jack is the President of Future System LLC, focusing on intellectual property development and marketing of life insurance products, dedicating minimal time. He also owns The Future Group Ltd., earning commission from life and health insurance sales, also dedicating minimal time.

Employment History
Current Registrations
Isc Advisors, INC.
March 2013 - Present · 12 yrs 11 mos
Institutional Securities Corporation
June 2011 - Present · 14 yrs 8 mos
Institutional Securities CorporationBroker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Institutional Securities Corporation
October 2011 - December 2013 · 2 yrs 2 mos
The Future Group Advisors, L.L.C.
July 2010 - October 2011 · 1 yr 3 mos
Harbor Financial Services, LLC
February 2008 - July 2008 · 5 mos
Harbor Financial Services, LLCBroker
November 2005 - June 2011 · 5 yrs 7 mos
Pan-American Financial AdvisersBroker
March 2001 - November 2005 · 4 yrs 8 mos
Walnut Street Securities, INC.Broker
July 1998 - February 2001 · 2 yrs 7 mos
State Registrations9 states
ALARCOFLLAMOMSTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.