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Jane Eileen Slack

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

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Location

Old Forge, NY

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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.

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Other Business ActivitiesSells Insurance

Jane is the chairman of Reliant Community Credit Union, spending a few hours per week. She also sells fixed annuities through Alex Joseph Assoc, dedicating about 10% of her time, and is involved in several non-profit organizations in treasurer or secretary roles.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
July 2021 - Present · 4 yrs 7 mos
Hazard & Siegel, INC.
February 2009 - Present · 17 yrs
Hazard & Siegel, INC.Broker
February 2009 - Present · 17 yrs
Previous Registrations
American Portfolios Financial Services, INC.Broker
June 2003 - January 2009 · 5 yrs 7 mos
Nathan & Lewis Securities, INC.Broker
September 1998 - June 2003 · 4 yrs 9 mos
State Registrations7 states
CAFLMDNYOHSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jane Eileen Slack - Financial Advisor | TrueAdvisor