Jack Kaiser is a native of Santa Fe that started his career in financial planning after graduating from Greehey School of Business at St. Mary`s University in 2017. Jack partnered with the Retirement Benefits Group, a specialized division of Equitable Advisors. He loves meeting with his clients face to face and is passionate about helping his clients meet their financial goals through retirement planning, group benefits, short- and long-term investments, college savings plans and insurance protection. To progress his career Jack partnered with James Watkins and Mark Cavazos in 2020 to help build Bay Area Private Wealth Group, a full-service financial planning practice that focuses on helping their clients live more prosperous lives.
Jack holds the following FINRA licenses:
- Series 7
- Series 63
- Series 65
- Texas General lines: Agent life, Accident, Health, and HMO
After graduating from Santa Fe Jack went on to attend Alvin Community College to play baseball, later to transfer to University of Mississippi (Ole Miss) then to St. Mary`s University in San Antonio. Jack Married his best friend Morgan in 2019. He and his wife spend their spare time outdoors hunting, fishing, traveling, or spending time with their two dogs.