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portrait of Jack G Giamportone
FINANCIAL ADVISOR

Jack G Giamportone

CFP®, CPWA®, AAMS™
9212 Falls Of Neuse, Suite 121, Raleigh, NC 27615opens in a new window
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About Jack

My clients tell me they appreciate my sincere and personalized approach to providing financial advice. They appreciate that I'm someone who takes the time to understand what is most important to them and develops customized strategies to help them achieve their goals. Clients' needs come first. We help keep them on track to meet their goals and strive to provide them service that exceeds their expectations.

I have been with Edward Jones since 1999. I have helped corporate professionals and business owners plan for retirement as well as handling complex estate considerations for large family businesses and corporate executives. Many of...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesJuly 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • SUNY PotsdamBachelors

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Football
  • Traveling

Team Members

  • Kimberly Cobb
    Sr. Branch Office Administrator
  • Beth D'Alba
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 845-7433

Fax

(888) 504-2183

Office Address

9212 Falls Of Neuse
Suite 121
Raleigh, NC 27615opens in a new window

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