NJ
NJ

Nicole Marie Jackmack

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3838 Tamiami Trail North, Naples, FL, 34103

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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 Activities

Nicole works as an advisor associate for Park Shore Partners LLC (hedge fund) and HBKS Wealth Advisors. She spends about a quarter of her time with Park Shore Partners and the majority of her time with HBKS Wealth Advisors.

Employment History
Current Registrations
Hbks Wealth Advisors
July 2021 - Present · 4 yrs 7 mos
Park Shore Partners LLC
June 2021 - Present · 4 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Nicole Marie Jackmack - Financial Advisor | TrueAdvisor