Broker Check
Gregory Jack, CFP®

Gregory Jack, CFP®

Founder, Wealth Management Advisor

Gregory was raised in Connecticut and grew up surrounded by the finance world. He saw first- hand the fruits of good investing and the disparity that exists when that education is not shared. In his teens, his father taught him everything he knew about finance, instilling in him a love for good stewardship and a fascination with investing. At the early age of 13, he began investing for himself, placing trades and building portfolios. His father said, “make mistakes with little money so that when it’s big money you don’t make the same mistakes.”

His love for finance did not originally lead him to a career. He spent his teens and college years working toward a background in Counter Terrorism in the Criminal Justice field. He graduated Summa Cum Laude with a degree in Criminal Justice and was a top prospect at a few federal agencies. Later, this path was closed to him when he found out he was color-blind. This closed off opportunities to be an agent with any Federal agency.

He decided to take his passion, desire to protect others and need to see his impact first-hand into the finance world. He underwent Equitable’s rigorous Financial Advisor training program, graduated, and passed his Series 7 and 66 licensing exams. In addition, he holds Life, Health and Variable Annuity Insurance licenses in Florida. With his previous broker, Park Avenue Securities, he won the Client Builder Award, and graduated from their advanced Investment Program, PAS Tracks.

At the end of 2019, he decided to go fully independent to truly honor his fiduciary title and do all things for the benefit of his clients. As of April 2024 Greg completed all the requirements to become a CERTIFIED FINANCIAL PLANNER™.

His passion at J&J Wealth Advisors, is to educate, guide, and protect clients so they can truly create the lives they deserve for themselves and their families.

Professional designations:

  • FINRA Series 7 & 66

  • FL 2-15 Life, Health and Variable Annuities