President/chief Compliance Officer · Quantum Financial Services Inc.
Jack T. Kowal
CRD 729667 · Named on Form ADV at one SEC-registered adviser
At a glance
Quantum Financial Services Inc., an SEC-registered wealth manager based in Indianapolis, IN with $731 million in regulatory assets, lists Jack T. Kowal on its Form ADV as President/chief Compliance Officer, a control person.
Firms and roles
- Quantum Financial Services Inc.President/chief Compliance OfficerWealth manager · Indianapolis, IN · $731M in regulatory assets
AtlasMembers
Jack’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jack’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.