Jeffrey Clark

Advanced Planning Director at Jackson

Speaker

Jeffrey joined Jackson’s Advanced Strategies in September of 2011. Prior to joining Jackson, he was the head of Guardian’s Retirement Center of Excellence in New York City, which also focused on growing advisors’ businesses through a sales-oriented approach to advanced-planning concepts.

A frequent industry speaker and author on retirement design, funding and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Millian Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for The CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals.

Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York, and earned a Bachelor of Science degree in management with a minor in accounting. He also holds FINRA Series 6 and 26 registrations and is a Certified Fund Specialist® professional.