Kevin Jack Email & Phone Number
Executive Managing Director, Head of Client Service @ Mercer Advisors
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Kevin Jack Location
- Newport Beach, CA, US
Kevin Jack Work
- 2024 -now Executive Managing Director, Head of Client Service @
- 2005 -2024 Client Advisor and Managing Director @
- 2003 -2005 Assistant Branch Manager @ Wells Fargo Financial
- 2002 -2003 Lead Intern @
Kevin Jack Education
- University of Arizona
Bachelor of Arts (B.A.) (Economics)
1998-2003
Kevin Jack Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Retirement
- Series 65
- Securities
- Investment Management
Kevin Jack Summary
- Kevin Jack, based in Newport Beach, CA, US, is currently a Executive Managing Director, Head of Client Service at Mercer Advisors. Kevin Jack brings experience from previous roles at Mercer Advisors, Wells Fargo Financial and UBS. Kevin Jack holds a 1998 - 2003 Bachelor of Arts (B.A.) in Economics @ University of Arizona. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Insurance and more. Kevin Jack has 4 emails and 3 mobile phone numbers on RocketReach.
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