portrait of Jack D Webb

About Jack

I often tell individuals that I help them save so they can live, and live because they saved. What does that mean exactly? Some people work all their life saving for goals such as retirement, but when the time comes, they are unsure if they have permission to start spending.

I help create financial strategies so they can retire with confidence, do what they have always wanted to do, and leave lasting financial legacies for their families. I am blessed to oversee the financial affairs for families, doctors, athletes and business owners across the country.

Our family moved from Oklahoma to...

Focus Areas

  • Business Retirement Plans
  • Military Professionals & Veterans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Wharton SchoolCertificate
  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Volunteering
  • Football

Team Members

  • Tracy Plackemeier
    Sr. Branch Office Administrator
    FPQP®
  • Jennifer Mays
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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