Jack brings financial planning experience working with high-net-worth individuals and families to his role as Associate Wealth Advisor at EQ. He started his career at Fidelity Investments, working his way up to the highest service role on their customer service team. After that, Jack worked at a boutique wealth management firm in Dallas working with high-net-worth individuals where he was the financial planning analyst. He worked closely with the advisor on the clients’ investments and financial planning.
Jack has a bachelor’s degree in Finance from The University of Texas at Austin with a focus on investment management. Jack has the CFP® and CIMA® certifications, to go along with his Series 63, 65, and 7.
When he’s not in the office, Jack enjoys traveling, going to the gym, watching sports, and spending time with friends.
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