Jack Branch Jr. is a founder and managing partner of Pelican Family Office, where he leads the firm's proactive planning work with business owners and families. He has worked in financial services for roughly two decades, based in Covington, Louisiana.
Jack began his securities career in 2004 and spent a decade (2005–2015) with The O.N. Equity Sales Company in Covington before focusing his practice on planning and advisory work. He is registered as an investment adviser representative through Pelican Advisory LLC, with state registrations in Louisiana (2024) and Mississippi (2025). His qualification history includes the Series 6, Series 63, and Series 65 examinations and the Securities Industry Essentials (SIE) exam.
Before founding Pelican Family Office, Jack led Branch Wealth Strategies, the Covington practice from which the firm grew. He is a graduate of the University of Tennessee, Knoxville, and lives in Covington with his family.
Focus areas
- Coordinated, proactive planning for business owners and their families
- Succession and exit-readiness planning
- Working alongside CPAs and attorneys within one coordinated strategy
This biography is compiled from public regulatory records and company materials. Registration details can be verified directly through the official links on this page.