Jack Branch
Pelican Family Office · Covington, Louisiana
Jack Branch is a fee-only financial advisor at Pelican Family Office in Covington, Louisiana. Jack charges a flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee and focuses on founders (pre-exit), tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Multi-generational families
Facts
| Firm | Pelican Family Office |
|---|---|
| Based in | Covington, Louisiana |
| Fee model | Flat fee or retainer · Percentage of assets · One-time planning fee · Ongoing planning fee |
| Assets under management | $119.0M across 265 accounts |
| SEC registration | Investment adviser representative in LA, MS · CRD 4750894 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pelicanfo.com |
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Questions about Jack
Is Jack Branch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Pelican Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack charges a flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee.
Where is Jack Branch based?
Jack Branch is based in Covington, Louisiana.
What does Jack specialize in?
Jack's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Jack works with founders, high earners and multi-generational families.
Is Jack Branch registered with the SEC?
Yes. Jack Branch is registered as an investment adviser representative in LA and MS (CRD 4750894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pelican Family Office manage?
Pelican Family Office reports $119.0M across 265 accounts in assets under management.
How do I contact Jack Branch?
Through Jack's website, pelicanfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pelican Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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