Staff Detail

Jack joined Smallwood Wealth, focusing on improving technology and business processes at the firm. He earned a BA in Economics from the University of Pennsylvania in 2018 and gained valuable experience in portfolio management and data analytics roles in the asset management industry for five years prior to joining Smallwood Wealth.

Jack currently holds a Series 66 and Series 7 license and is actively working towards obtaining an insurance license. He eagerly joins his brother Chris and his father John as a third-generation member of Smallwood Wealth Management.

Residing in Philadelphia with his wife Kelin, they enjoy activities such as golfing, nature walks, cooking, and traveling.