Jack read Business Economics at University in the UK and worked in forensic auditing before his move to New York at the beginning of 2018. He has spent the past four years working with Brite USA as an investment advisor. His qualifications include a Series 65, and he is waiting to sit his Level 4 UK Diploma in Regulated Financial Planning.
Jack is passionate about helping his clients to achieve their retirement objectives, especially when they have little time to prioritize their retirement planning efforts. His key strengths include creating solid client relationships, determining their key objectives and providing transparent details so they can make better-informed decisions.
In his spare time, Jack enjoys listening to his favorite musical artists and keeps up to date with his hometown football club, Liverpool.
Jack has the following Licences & Designations:
- Series 65
- 4+ Years Experience
- Series 65 Qualified
- Music Lover