Jack has more than 30 years of experience in the banking, insurance, and financial services industries and over two decades as a business owner and registered principal. Jack specializes in retirement, estate, and investment / financial planning with clients while also providing compliance, supervision and support to advisors associated with his branch office.
He began JFC in 1992 which has grown into a Large Enterprise with over 180 affiliated advisors. Jack helps financial professionals in many areas including: creating business and marketing plans, operational efficiency, investment and financial planning strategies, compliance and due diligence. His vision and leadership keeps them motivated and focused on professional development and helping clients pursue their individual financial goals.
Jack is a Certified Financial Planner™ (CFP®), a Chartered Financial Consultant® (ChFC®) and a Chartered Life Underwriter® (CLU®). He holds multiple securities registrations (Series 7, 24, 31, 51, and 63) held through LPL Financial, along with life, health, long term care, variable life and variable annuity licenses.
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