Jack Moderson joined Bukaty Financial Services in June 2016 as a Client Relationship Manager. He comes to Bukaty with several years of financial services experience and market knowledge. In addition to serving as the day-to-day contact for our plan sponsors and as an intermediary between the plan sponsor and recordkeeper, he manages vendor searches, investment monitoring, and helps clients stay compliance with various fiduciary best practices. He also works with participants with plan and account related questions.
Prior to joining Bukaty Financial Services, he assisted high net worth and brokerage clients at American Century Investments with respect to their retirement investment portfolios. Mr. Moderson has successfully passed the FINRA Series 6, 7, 63, and 65 examinations. He earned his Bachelors of Science in Finance from Auburn University.
Education & Training
- Bachelor of Science in Finance from Auburn University
- Wealth Management
- Project Management