Providing financial solutions that align with your priorities and life goals.
As LPL Associate Financial Consultant, Jack assists individuals and families in meeting their current financial needs and long-term goals. He seeks to build long-term relationships with every client by getting to know each individual on a personal level. Jack is willing to go the extra mile to help clients by providing timely service in a professional manner.
Experience
- Joined Johnson Financial Group in 2022 with experience in finance, risk management, customer service and marketing
- Series 7 and 66 FINRA securities licenses
- Wisconsin Life, Health and Accident insurance licenses
- Bachelor of Business Administration from the University of Wisconsin – Eau Claire
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Community Involvement
- Active volunteer at Kenosha YMCA
- Kenosha Area Habitat for Humanity Board of Directors