• Firm: JMB Financial Managers
  • Job Title: President
  • Certifications: CFP®

Experience

Jack Brkich III is the founder of JMB Financial Managers. Combining over twenty years of investment experience with his expertise in personal financial planning, Jack has established himself as a trusted advisor for individuals, couples, families and business owners. As a Certified Financial Planner, he implements advanced planning strategies by using a broad array of wealth creation and preservation techniques.

JMB Financial Managers, Inc. provides customized investment, tax and retirement planning solutions for independent contractors, family owned businesses and owners of small companies (25 employees or less) that do not have the time, skills or desire to handle the day-to-day details of their personal or business finances. As a result, clients are free to spend more time prospecting, networking, and building relationships, leading to higher incomes.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA,SIPC. Cetera is under separate ownership from any other named entity.

Education

Jack received his MBA from Pepperdine University and his BS in Civil Engineering from Santa Clara University.

Quote from Jack Brkich III

"With over 20 years of experience in the investment world, Jack Brkich can put his experience and the experience of his network of support professionals to work for his clients and help them turn their hopes for the future into goals achieved.”