Jack Luna
Jack Luna is a registered investment advisor at Optimus Capital Advisors, LLC, based in Coppell, TX, with 21 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 168 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Location
743 W. Main Street, Coppell, TX, 75019
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Regulatory History (1)
Regulatory
February 2011Other Business ActivitiesSells Insurance
Jack is a licensed independent insurance agent and offers insurance products to advisory clients, receiving commissions. This activity takes about 10% of his time.
Employment History
Current Registrations
Optimus Capital Advisors, LLC
Previous Registrations
Optimus Capital Advisors, LLC
Wfg Investments, INC.Broker
Williams Financial Group
Titan Wealth Management, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.