Advisor at Pelican Advisory LLC
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Firm
Pelican Advisory LLC
Location
Covington, LA 70433
Credentials
Series 63, Series 65
Industry experience
7 years
Jack Branch is a financial advisor at Pelican Advisory LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple business activities, including ownership of an insurance agency and management of aviation-related ventures. Branch has worked with Pelican Family Office since 2024 and has long-term experience with Branch Wealth Strategies and other financial services firms. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners and high-net-worth individuals. The firm employs a team-led approach with customized portfolios managed on a discretionary basis, emphasizing collaboration with outside professionals to address comprehensive planning needs.
Based on Pelican Advisory LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.80%
Commissions on sale of variable annuity products and insurance products by certain professionals who are registered representatives or licensed insurance agents; these commissions do not offset advisory fees.
Account minimum: $100,000 household minimum (can be waived in sole discretion of Pelican; households under $100,000 pay an additional 0.25%)
681 River Highland Blvd.
Covington, LA 70433
Louisiana · Mississippi
Pelican Family Office
2024 - Present (2 years)
Branch Wealth Strategies
2006 - Present (20 years)
THE O.N. Equity Sales Company
2005 - Present (21 years)
Ohio National Financial Services
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Pelican Advisory LLC
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