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Edinburg, TX 78539
956-683-0199
About Jett Financial Group
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protecting retirement assets.
John uses proven strategies specifically designed to safeguard and hedge against market volatility.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
5594458
Firm CRD#
139627
Insurance License#
1451979
States Licensed in
TX
Years of Experience in Financial Services
18
Number of Years with Current Firm
18
Work Experience
Department of War; US Marine Corps | Allianz Life of North America/ Jett Financial Group | New York Life Ins Co/ Eagle Strategies/ Jett Financial Group | Mass Mutual Financial Group/ Jett Wealth Management/ Jett Financial Group | Integrity Alliance/ Jett Wealth Management/ Jett Financial Group
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, MBA
Securities Licenses
Series 66, Series 63, Series 7, Series 6
Insurance and Annuity Licenses
Disability, Annuity, Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K-$500K
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Education
Bachelor of Science - Criminal Justice
University of Texas
01/01/2003 -08/01/2006
Bachelor of Business Administration - Finance
University of Texas
11/01/2008 -06/01/2011
Master of Business Administration - Finance
University of Texas
08/012011 -12/15/2012
Chartered Mutual Fund Counselor -
College for Financial Planning
03/01/2011 -10/21/2011
Accredited Asset Management Specialist -
College for Financial Planning
01/01/2011 -10/15/2011
Chartered Financial Consutant -
The American College of Financial Services
01/01/2014 -08/31/2016
Certified Financial Planner - Financial Planning Certificate
The American College of Financial Services
01/01/2014 -08/31/2016
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893407/retirementplanning-Jett-Financial-Group-detailed-disclosure.html