Hello, My name is
JACK ELLSWORTH CRAIG
A Registered Investment Adviser & Broker (CRD#: 2265435) with 30+ years of experience. Based in Bradenton, FL. I create adaptive, data-driven wealth strategies through LPL Financial LLC (CRD#: 6413), licensed in multiple states and backed by a spotless compliance record.
$590M+
Assets Under Management
3.4K+
Loyal Clients Nationwide
71
State & Territory Licenses
30+
Years in Financial Leadership
Data-Led Planning | Real-World Performance
For over 30 years, I’ve empowered clients with customized investment strategies tailored to every life stage. I build adaptive portfolios using market-tested risk models, backed by licenses in multiple states and full compliance with SEC and FINRA standards.
Bespoke investment strategies for all life stages
Portfolio balancing with dynamic, proven risk models
Registered across key U.S. states and territories
What Do I Offer?
Integrated Wealth Management
Comprehensive, personalized solutions that evolve with your career, lifestyle, and legacy—ensuring your financial future grows stronger every step of the way.
Performance-Driven Portfolio Design
Strategically crafted portfolios powered by rigorous analysis and real-time market insights—built to outperform volatility and exceed your benchmarks.
Intelligent Financial Technology
Cutting-edge, secure digital tools that put smart investment decisions at your fingertips—faster, easier, and tailored just for you.
Verified Experience
“Trusted for over 30+ years — where expertise meets integrity.”
Senior Financial Advisor
Independent Consulting
Evaluating investment ideas.
1989 – 1992
(3 years)
Edward D. Jones & Co., L.P.
BROKER
Helped clients build portfolios and execute investment trades.
2007 – 2010
(3 years)
LPL Financial LLC — FL
Broker & Investment Adviser
providing financial advice and facilitating securities transactions.
1995 – Present
(28+ years)
My Professional Examinations
Principal Supervisory Exam
General Securities Principal Examination
Issued: 05-29-1997
State Securities Law Exam
Uniform Securities Agent state Law Examination
Issued: 08-29-1992
Product Exams
General Securities Representative Examination
Issued: 08-20-1992
Testimonials
We made over $160K in profit, and it’s still growing. Jack didn’t just give strategy — they changed how I see money. Financial freedom is real now.
Maria B.
Nurse
I earned $120K using Jack’s plan. It was simple and tailored to my goals. Now, I’m finally in control of my finances.
Jessica L.
Teacher
Our business grew faster than we imagined. Jack gave us the confidence and clarity we needed to invest smart.
The Carter Family..
Small Business Owners
Let’s Talk Strategy
Get in Touch with Jack
Secure your introductory call now and
start your journey toward financial mastery.
Your Wealth Should Work As Hard As You Do
Let’s build a smarter, stronger financial future — starting today.