Years of Experience
5-20+ Years
ESCONDIDO, CA
43 Years Experience
0 Disclosures
ADVISOR BIO
Jack Brock Cima is a financial advisor who has been in the industry since 1982. Jack is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Jack was registered with VOYA FINANCIAL ADVISORS, INC. and NYLIFE DISTRIBUTORS LLC. Jack holds licenses in California, Texas, Arizona, Colorado, Florida, Nevada, Oregon, Utah and Virginia. Jack's primary area of expertise is in providing financial planning and portfolio management for individuals, businesses and pensions. Jack also provides education seminars and selection of other advisors.
SPECIALIZATIONS
IRVINE, CA
28 Years Experience
0 Disclosures
ADVISOR BIO
Jack Kaewpalug is a financial professional with over 25 years of experience in the industry. Jack is currently registered with Osaic Wealth, Inc. and has a broad range of experience with multiple licenses and certifications, including the Series 7 and Series 63. Jack holds a Certified Financial Planner designation. In addition to securities and investment advisory services, Jack offers various insurance products through a separate practice. Jack holds a current Series 7 and Series 63 license in addition to being registered in multiple states. Jack is committed to providing personalized financial advice to individuals, families, and businesses.
SPECIALIZATIONS
DIAMOND BAR, CA
13 Years Experience
2 Disclosures
ADVISOR BIO
Jack Wang is a financial advisor with Cetera Investment Advisers LLC. Jack has been in the financial industry since 2012 and holds the Series 6, 7, 63, and 66 licenses, and the SIE exam. Jack is registered to provide investment advice in 12 states, including California, Texas, Florida, Georgia, Massachusetts, Michigan, Nevada, New York, North Carolina, Washington, and more. Jack has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Before joining Cetera Investment Advisers LLC, Jack was a financial advisor at J.P. MORGAN SECURITIES LLC. Jack's experience and qualifications make him a valuable resource for clients seeking financial advice.
SPECIALIZATIONS
San Francisco, CA
0 Disclosures
ADVISOR BIO
Jack McFarland Mazzera is an investment advisor representative at Empirical Wealth Management. Jack has been in the financial industry since 2015 and has a Series 65 license. Jack specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Jack is also a registered investment advisor in the state of California.
SPECIALIZATIONS
VALLEJO, CA
0 Disclosures
ADVISOR BIO
Jack Douglas Miller is a registered Investment Advisor Representative with JD Miller CPA, A Professional Corp. Jack has been in the industry since December 2009 and holds a Series 7 General Securities Representative Examination. Jack is registered to provide advisory services in the state of California and has a specialization in providing financial planning, pension consulting, and selection of other advisers. Jack has over 25 clients and manages over $45 million in assets.
SPECIALIZATIONS
MOUNTAIN VIEW, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Jack Teale is a registered representative with J.P. Morgan Securities LLC. Jack has been in the securities industry since 2008, holding various roles at WAMU INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., J.P. Morgan Securities LLC, and WELLS FARGO CLEARING SERVICES, LLC.
SPECIALIZATIONS
CHULA VISTA, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Jack Phillip Patague is a financial advisor with LPL Financial LLC. Jack has been in the financial services industry since 2008 and holds several licenses, including Series 6, 7, 24, 52, 53, 63, 66, and 99. Jack is registered in 53 states and the District of Columbia for securities and investment advisory services. Jack is currently based out of the LPL Financial LLC branch office in Chula Vista, CA, and also works out of the San Diego, CA office. Jack has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Jack also provides educational seminars for clients.
SPECIALIZATIONS
SAN DIEGO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Jack Tyler Stark is a financial advisor with Independent Financial Group, LLC. Jack is a registered representative and investment advisor representative with the firm. Jack Tyler Stark has been in the financial services industry since January 15, 2023. Jack's primary office is located in SAN DIEGO, CA.
SPECIALIZATIONS
BREA, CA
36 Years Experience
5 Disclosures
ADVISOR BIO
Jack Charles West is a financial advisor with Kestra Private Wealth Services, LLC. Jack has been in the financial industry since 1989 and is registered to provide investment advice and securities services in multiple states. Jack is experienced in providing financial and wealth management consulting services, including retirement and financial planning. Jack also provides equity trading services and occasional life insurance and variable annuity product consultations.
SPECIALIZATIONS
LODI, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Jack Wolger is a financial advisor with Edward Jones. Jack is a licensed professional in California and Texas. Jack specializes in providing financial planning, pension consulting and selecting other advisors. Jack has been in the financial industry since 2023.
SPECIALIZATIONS