Jeff Wilcox has been involved in the financial industry for more than 20 years. Prior to founding JW Advisory Group, Jeff Wilcox held various positions in both the Corporate and Financial industries, including: Assistant Managing Partner for New England Financial, Managing Partner for Baron Financial, and Regional Director for MetLife Resources. Jeff managed to remain a top producer, all while recruiting and developing high-producing agents and building a respectable agency.
Throughout the years, Jeff has qualified and belonged to many prestigious organizations such as MDRT, QRT, GAMA, and The National Association of Insurance Advisors.
Being knowledgeable in many aspects of the financial industry pushed Jeff to become an independent financial advisor. Agents and registered representatives act in their company’s best interest, whereas independent financial advisors act in the client’s best interest and offer options from a wide array of diversified investment strategies. Free from the constraints of a one-size-fits-all company approach, Jeff can create comprehensive and personalized portfolio strategies unique to each client.
Utilizing a 21st century money management approach, Jeff Wilcox specializes in investment advisory services, retirement preparation, insurance planning, and income planning. The corporate and financial retirement industry has armed Jeff with the skills required to provide his customers with valuable financial planning and customer service.
"As an independent financial advisor, my commitment to you and my clients is to provide the best possible advice the industry has to offer. It is my fiduciary responsibility to act on those terms."
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. IAR is also a licensed insurance agent. In this capacity, IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through IAR on a commissionable basis. In addition, IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when IAR acts as an insurance agent may give IAR an incentive to recommend insurance products based on the compensation received.
The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.