Fortis Lux Financial
Jack San Filippo is an experienced financial services professional currently working at Fortis Lux Financial, where a focus is placed on wealth management solutions for affluent clients. Previous roles include serving as a financial advisor at Northwestern Mutual, a senior trader at Xanthus Capital Management, and a portfolio manager at both FNY Capital Management and G-2 Trading. Jack has extensive experience in financial planning, asset protection, portfolio management, and risk analysis. Jack earned a Bachelor’s degree in Business/Commerce from The College of New Jersey. Jack holds licenses to sell insurance in multiple states and is authorized to trade securities across various jurisdictions.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.