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    Paladin Research Report For:

    John Jett

    Jett Financial Group

    ChFC®MBA
    4739 S. Jackson Rd
    Edinburg, TX 78539
    956-683-0199
    Visit Website
    https://jettfinancialgroup.com/

    About John Jett

    #1 Fear is running out of money. #2 Fear is losing money. As a designated expert consultant of 22 years, we specialize in the dynamics of retirement. -Whether your investment needs are for immediate income, long term accumulation or the transfer of wealth, our team of experts can help. -We utilize proven strategies specifically designed to safeguard and hedge against market volatility. -Mr. Jett has dedicated service to our country, state, public funds, and community in various roles. John is a former US Marine, earned his MBA from the University of Texas and holds a ChFC (Chartered Financial Consultant) from the American College of Financial Services."

    See Disclosures

    General Information

    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

    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

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1893407/paladinregistry-Jett-Financial-Group-detailed-disclosure.html

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      Fairfax, VA, 22033
    • Telephones
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      Fax: 703-259-4487
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