Kevin Jack

Executive Managing Director

Keven Jack Image



Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.


6565 Americas Parkway NE
Suite #200
Albuquerque, New Mexico 87110

Visit Office

Indian Wells

74-785 Highway 111
Suite 202
Indian Wells, California 92210

Visit Office

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

Visit Office

San Diego – Sorrento Valley

5348 Carroll Canyon Rd.
Suite 200
San Diego, California 92121

Visit Office


7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254

Visit Office

Ready to learn more?