Jeffery Halicky
Client Service Associate
Jeff works alongside financial advisors on a variety of tasks, such as assisting and communicating with clients, updating records, researching investment trades/opportunities, portfolio reviews, developing and sending documents. Jeff has a passion for research and is always on top of the latest news, opportunities and relevant information that could impact the markets and investments. By sharing his findings with his team, he ensures his brokers are always up to date.
He enjoys bringing valuable assistance to both the advisors and the clients. Being part of a team that helps clients navigate through the markets' uncertainty along with providing security and opportunities for their future, is not only rewarding but also a fulfilling experience. He loves providing the important tasks that help the advisor get the job done.
Jeff works on multiple teams of advisors, each bringing a diverse set of expertise and experience. Jeff works on a team with William Morrison, who focuses in identifying emerging technology stocks in the IT, cloud, and software space. He also works with Michael "Mac" McIntyre who focuses in retirement accounts and solutions. And Andrew Tennent, our President at JBT Wealth Management.
Jeff holds his Series 99 and SIE licenses. Jeff also holds his degree in Finance with a minor in Financial Planning from Illinois State University.