Jack Marino has been Managing Member, Chief Compliance Officer of Lake Hills Wealth Management since February 2017, is a control person of the firm and directly owns between 25% and 50% of it. Jack Marino studied at St. Edward's University.
Lake Hills Wealth Management, LLC is an Austin, TX firm with $207M under management, 229 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Jack C. Marino Jr. is Private Wealth Advisor and Founder of Lake Hills Wealth Management. Marino has spent over two decades in the industry, starting at American Express Advisors (Ameriprise) and moving through Morgan Stanley, before founding the firm with Jason Clevlen.
Jack Marino’s longest registration is the current one, 9 years at Lake Hills Wealth Management since 2017. Before joining Lake Hills Wealth Management in 2017, Jack Marino was registered through Morgan Stanley and Ameriprise Financial Services, Inc.
- – present · 9 yearsLongview, TX · Adviser representative · Firm CRD 286175
- Morgan Stanley– · 3 yearsAustin, TX · Adviser representative · Firm CRD 149777
- Ameriprise Financial Services, Inc.– · 8 yearsAustin, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by Lake Hills Wealth Management
- CFP®
- CRPC®
Investment adviser representative registrations
Jack Marino is registered as an investment adviser representative in Texas, since February 2017.
- TexasSince 23 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 24 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 28 July 2003 |
| Series 7 | General Securities Representative Examination | 15 July 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jack Charles Marino
- CRD
- 4663952
- Firm
- Lake Hills Wealth Management · CRD 286175
- Role
- Managing Member, Chief Compliance Officer
- Office
- 1127 Judson Rd., Ste. 110, Longview, TX 75601
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lakehillswm.com
Where does Jack Marino work?
Jack Marino has been Managing Member, Chief Compliance Officer of Lake Hills Wealth Management, LLC since February 2017, and is a control person of the firm.
Is Jack Marino a financial advisor?
Yes. Jack Marino has a current investment-adviser registration in Texas, through Lake Hills Wealth Management since February 2017.
How many years of experience does Jack Marino have?
Jack Marino has 21 years in the financial industry, since February 2005, across 3 adviser firms.
What exams has Jack Marino passed?
Jack Marino has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in July 2003. FINRA credited Jack Marino with the SIE, which began in October 2018.
Where did Jack Marino work before Lake Hills Wealth Management?
Before Lake Hills Wealth Management, Jack Marino was registered through Morgan Stanley, February 2014 to February 2017; Ameriprise Financial Services, Inc., July 2003 to July 2012.
Where is Jack Marino based?
Jack Marino’s registered office is in Longview, TX.
Is Jack Marino registered with FINRA?
No. Jack Marino has no current broker registration.
Is Jack Marino a CFP?
Lake Hills Wealth Management lists Jack Marino with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jack Marino’s record?
Search CRD 4663952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Marino’s full registration record.