Jack Privateer

Senior Associate, Client Success at M1
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Credentials

  • Series 24 - General Securities Principal Exam
    FINRA
    Oct, 2022
    - Nov, 2024
  • Series 66 - Uniform Combined State Law Exam
    FINRA
    Jun, 2022
    - Nov, 2024
  • Series 7 - General Securities Representative Qualification Exam
    FINRA
    Apr, 2022
    - Nov, 2024
  • SIE - Securities Industry Essentials
    FINRA
    Sep, 2021
    - Nov, 2024

Experience

  • M1
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Associate, Client Success
      • Mar 2023 - Present

    • Associate, Client Success
      • May 2022 - Mar 2023

    • Specialist, Client Success
      • Nov 2021 - May 2022

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Jul 2021 - Nov 2021

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Specialist
      • Nov 2020 - Aug 2021

    • Trade Report Specialist
      • Mar 2020 - Nov 2020

Education

  • University of Missouri-Columbia
    Bachelor of Business Administration - BBA, Business Administration and Management, General
    2014 - 2018

Community

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