ADVISOR BIO

Jack B Roberts is an investment advisor representative with Keystone Financial Group, LLC. Jack has been in the financial industry since 2014. Jack is registered with the state of Kentucky. Jack provides investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

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ADVISOR BIO

Jack Aerod Moss is a registered investment advisor representative with First Kentucky Securities Corp., based in Louisville, KY. Jack Moss has over 25 years of experience in the industry, having previously worked at MORGAN STANLEY DW INC. in Purchase, NY. Jack Moss specializes in various areas, including Financial Planning, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Jack Kelly Wilson is a financial advisor with Nylife Securities LLC, registered to conduct business in Indiana and Kentucky. Jack is Series 63, Series 6TO, and SIE licensed. Jack joined Nylife Securities LLC on January 5, 2022.

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ADVISOR BIO

Jack Lehman is a financial advisor with Osaic Wealth, Inc. who has been in the industry since 2022. Jack holds the Series 66, Series 7, and SIE licenses. Jack is registered to provide investment advice in Kentucky, Florida, Kansas, Michigan, Minnesota, Ohio, and Texas. Jack specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Jack Joseph Mulloney is a financial advisor with Fidelity Personal and Workplace Advisors. Jack is a Registered Representative and Investment Advisor Representative with licenses in Kentucky and Texas. Jack has a background in logistics and has worked in various service industry roles before becoming a financial advisor. Jack has been in the securities industry since July 2022 and has experience advising individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Jack Jerome Defevers is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jack has been in the financial industry since 2017. Jack has passed the Series 7, Series 63, Series 65, and SIE exams. Jack is licensed to provide investment advice in Kentucky and Texas. Previous experience includes Pruco Securities, LLC. and AXA ADVISORS, LLC. Jack primarily works with individuals and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors manages over $818 Billion in assets under management.

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ADVISOR BIO

Jacklyn Cassady is a financial advisor with Robert W. Baird & Co. Inc., a firm that manages over $287 billion in assets. Jacklyn has a broad range of experience in financial services, including teaching and lecturing at Texas Tech University, serving as an independent insurance agent, and working at various financial institutions. Jacklyn is licensed to offer financial advice in several states. She is a Certified Financial Planner and is dedicated to providing her clients with comprehensive financial planning services.

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ADVISOR BIO

Jackson Simon is a registered representative with Fifth Third Securities, Inc. Jackson has been in the industry since August 2019. Jackson currently holds the following licenses and certifications: Series 66 (Uniform Combined State Law Examination), Series 7TO (General Securities Representative Examination), and SIE (Securities Industry Essentials Examination). Jackson is registered in Indiana, Kentucky and Kentucky for investment advisory services. Jackson has prior experience at Morgan Stanley.

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ADVISOR BIO

Jackson Bratton is a registered investment advisor representative with PFS Investments Inc. Jackson has been in the industry since July 2020. Jackson is licensed to conduct business in Alabama, Colorado, Florida, Indiana, Kentucky, Maryland, Ohio, Tennessee, and Texas. Jackson is also registered as an investment advisor representative in Tennessee. Jackson specializes in providing investment advice to individuals and has been working with Primerica Financial Services since May 2017.

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ADVISOR BIO

Jackson Bradley is a financial advisor who joined The Leaders Group, Inc. in October of 2022. Prior to joining The Leaders Group, Inc., Jackson Bradley was a financial advisor at Lincoln Financial Distributors, Inc.. Jackson Bradley holds the Series 63, Series 6TO, and SIE licenses. Jackson Bradley is registered with the states of Florida, Kentucky, Massachusetts, Ohio, Pennsylvania and Texas. Jackson Bradley has been in the industry since October of 2020.

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