Jack is an investment advisor and Certified Financial Planner™ responsible for providing financial planning and asset management services. He began with Cozad in March 2012 following a 28-year career as a financial advisor. He is a Registered Representative of M Holdings Securities, Inc.
Jack earned a Master’s degree from Wheaton College, Bachelor’s degree from Huntington College and Bachelor’s in Theology from Mt. Vernon Bible College.
Prior to his career change to financial services, Jack served as pastor of Cayuga Presbyterian Church for eight years.
Jack is Past President and Member of Eastern Illinois Estate Planning Council and past Member of Provena Foundation Board.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.