Gregory Jack, CFP®

Senior Wealth Manager | J&J Wealth Advisors

As Senior Wealth Manager at J&J Wealth Advisors, Gregory specializes in helping affluent individuals and families navigate life's most significant financial decisions. He works closely with many of the firm's largest and most complex client relationships, providing comprehensive wealth management strategies for inheritances, multigenerational wealth planning, retirement income planning, investment management, and estate planning coordination.

Gregory is particularly passionate about helping clients through major life transitions—whether they are receiving an inheritance, approaching retirement, caring for aging parents, selling a business, or seeking to create a lasting legacy for future generations. His role extends beyond investment management; he serves as a trusted advisor who helps clients coordinate all aspects of their financial lives, bringing clarity and confidence to complex financial decisions.

Raised in Connecticut, Gregory developed a passion for investing and financial stewardship at an early age. Under the guidance of his father, he began investing as a teenager and gained firsthand insight into the opportunities that sound financial planning can create. Although he initially pursued a career in Criminal Justice and Counter Terrorism—graduating Summa Cum Laude and becoming a top candidate for several federal agencies—he ultimately redirected his desire to protect and serve others into the financial services profession.

Since entering the industry, Gregory has completed Equitable's Financial Advisor Training Program, earned his FINRA Series 7 and 66 licenses, and completed advanced investment training through Park Avenue Securities' PAS Tracks program. He was also recognized with the Client Builder Award during his tenure there. In 2019, he made the decision to become fully independent, allowing him to more fully embrace his fiduciary responsibility and provide objective advice that always places his clients' best interests first.

In April 2024, Gregory earned the CERTIFIED FINANCIAL PLANNER™ certification, one of the most respected designations in the financial planning profession.

Today, Gregory's mission is to help families preserve, grow, and transfer wealth with purpose. Through sophisticated planning strategies, disciplined investment management, and a deep understanding of complex financial situations, he helps clients make informed decisions, avoid costly mistakes, and build a meaningful legacy for generations to come.

Professional Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• FINRA Series 7 & 66
• Florida 2-15 Life, Health & Variable Annuities License