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Jack B. Davis, CFP™
Specialties: Investments, Retirement
Planning, Employer Sponsored Benefit Plans,
Group Insurance, Educator Market
Licenses: Series 7 — General
Securities Representative; Series 63 —
Uniform Securities Agent State Law; Group I
— Life, Accident, Health and HMO
Registered Representative with Woodlands
Securities Corp.
Certified Financial Planner practitioner,
earning his national certification in 2000.
A native of Lufkin, Jack earned his BBA in
finance from the University of Texas and his
MBA in management from St. Edward’s
University.
Jack has nearly 20 years in financial
planning and investment experience. He began
his professional investment career in 1985
with Southwest Securities. He joined The
Advanced Financial Group in 1992 as a
Financial Planner and Investment Specialist.
Dedicated to his community, Jack is a member
of the adjunct faculty of Angelina College
where he teaches general business and
business law. He is a former board member
and officer of the Lufkin Host Lions Club,
former chairman of the Friends of Ellen
Trout Zoo, former Chairman of the Small
Business Council and a former board member
of the Angelina County Chamber of Commerce.
Jack and his family are life long members of
the First United Methodist Church of Lufkin,
where he currently serves on the Missions
Executive Committee and the Lay Leadership
Committee. He is a former Chairman of the
Church Council of Trustees and has served on
the Finance Committee and the Family Life
Council.
The Advanced Financial Group
1101 S. Chestnut ▪ Lufkin Texas 75901
BUS: 936.634.3378 ▪ 888.835.3673 ▪ FAX:
936.639.4776 Securities offered
through
Woodlands Securities Corporation -
Member FINRA and SIPC |
