ADVISOR BIO

Jack Chou is a financial professional registered with Park Avenue Securities LLC. Jack is currently registered as a Registered Representative (RR) and Investment Adviser Representative (IAR) in California and Pennsylvania. Jack has been working in the securities industry since October 16, 2013. Jack previously held a similar position at MML Investors Services, LLC. Jack holds Series 6, Series 63, Series 65, and SIE licenses. Jack's specialties include Retirement Planning, Life Insurance, Long-Term Care Insurance, College Savings Plans, and Annuities.

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ADVISOR BIO

Jack Elton is a financial advisor with Wells Fargo Clearing Services, LLC. Jack has been in the financial services industry since 2020. He holds the Series 7TO, Series 66 and SIE licenses. He is registered in 40 states and the District of Columbia. Jack is a licensed investment advisor representative for Wells Fargo Clearing Services.

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ADVISOR BIO

Jack Andrew Chiate is a financial advisor at UBS Financial Services Inc. Jack is registered with FINRA and the Securities and Exchange Commission (SEC) as an Investment Adviser Representative. Jack holds a Series 7TO, Series 66 and SIE license. Jack is also registered in 35 states. Jack has been in the securities industry since September 2021.

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ADVISOR BIO

Jack Azar is a financial professional with over 38 years of experience in the financial services industry. Jack is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Currently, Jack Azar is registered with McManus Cooper in Irvine, California. Previously, Jack Azar was associated with CROWN CAPITAL SECURITIES, L.P., in Laguna Hills, California, and PRUCO SECURITIES, LLC. in Irvine, California.

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ADVISOR BIO

Jack W. Barloon jr. is a financial advisor with UBS Financial Services Inc. Jack has been in the industry since 1987 and has experience in the financial services field. Jack is registered in the state of California.

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ADVISOR BIO

Jack Robert George is a financial advisor with Independent Financial Group, LLC. Jack has been in the financial industry for over 2 years. The advisor is licensed to provide investment advice in California. Jack has passed the Series 7TO, SIE and Series 65 exams. Jack's primary office is located in Sacramento, California.

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ADVISOR BIO

Jack Leonard Shepard is an Investment Advisor Representative registered in California. Jack has been in the industry since August 2022 and is associated with IEQ Capital, LLC. Jack holds the Series 65 license and passed the Uniform Investment Adviser Law Examination on November 18, 2022. Jack has previous experience in education, working at Sacred Heart Prep High School in Atherton, California and CU Boulder in Boulder, Colorado. Jack's employment history demonstrates commitment to education, while his current employment with IEQ Capital, LLC shows an interest in the financial services industry. IEQ Capital, LLC is based in Foster City, California. The firm provides financial planning services to individuals, businesses, and charitable organizations.

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Jack Welty is an Investment Advisor Representative with Allworth Financial, LP. Jack has been in the financial services industry for over a decade and is committed to providing comprehensive financial planning and investment management services to individuals and families. Jack has a Series 65 license and is registered with the state of California. He also holds the Securities Industry Essentials (SIE) exam. Jack is passionate about helping people achieve their financial goals and has a strong track record of success.

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ADVISOR BIO

Jack Ian McRoskey is an investment advisor representative with Jackson Square Capital, LLC. Jack McRoskey is registered to provide investment advice in California. Jack McRoskey is an investment adviser representative associated with Jackson Square Capital, LLC and has been in the industry since June 2021. Jack McRoskey has a Series 65 license, the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Jack Harrington is a registered representative with Morgan Stanley, a large firm based in Purchase, New York. Jack is licensed to conduct business in 53 states and the District of Columbia, and has been in the financial industry for over a year. Jack has passed both the Series 7TO and SIE exams. Jack specializes in asset allocation advice, financial planning, pension consulting, and educational seminars.

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