Jeffrey R Clark

Jeffrey R Clark has extensive experience in the insurance and retirement industry. Jeffrey R began their career at Prudential Financial, where they achieved high sales in the retirement and business markets. Jeffrey R then worked at CU Life Insurance Company of New York before joining Security Mutual Life as an Assistant Vice President, where they played a key role in increasing qualified plan and product sales. After that, they worked at The Guardian Life Insurance Company, where they built and managed a department that significantly grew sales for the Retirement Solutions profit center. Following this, they worked at Pension Advisory Services as a Retirement Plan Consultant, before joining Jackson National Life as the Director of Retirement and Wealth Strategies. In this role, they supported and promoted the sale of various financial products and acted as a consultant and liaison to the sales force. Throughout their career, Clark has focused on advanced retirement planning strategies and providing comprehensive retirement plan design and consultation.

Jeffrey R Clark graduated from Canisius University in 1984 with a Bachelor of Science degree in Management. Jeffrey R also obtained several certifications including Certified Funds Specialist (CFS) from the Institute of Business and Finance, as well as additional certifications from the Life Management Institute and the Life Underwriting Training Council. Additionally, they obtained certifications from FINRA as a Registered Principal (Series 26) and a Registered Representative (Series 6). The specific years of obtaining these certifications are not provided.