Jack Csenge, CFP®
Jack comes to Csenge Advisory Group from Fidelity Investments in the Jacksonville area, where he served as a fixed income specialist and assisted high net worth clients with financial planning. During his time with Fidelity, Jack helped thousands of clients to understand their personal finances and make better financial decisions. He has also worked with financial advisors around the country, helping with practice management, investment and financial planning proposals, and operational efforts. Jack works with our clients on their asset management, investment options, company-sponsored 401k retirement plans, and financial plans.
In addition, the University of North Florida finance graduate also writes a personal finance blog titled Hindsight Biased. You can read more from Jack by visiting his blog: Click here to read Jack's Blog.
During his downtime, you’re likely to find Jack surfing, golfing or traveling to Colorado to hit the slopes.
Registrations and Licenses
- Series 7 (General Securities)
- Series 63 (Blue Sky)
- Series 66 (Investment Advisor)
- Life, Health, Variable Annuity licenses
Professional Degrees & Certifications
- Certified Financial Planner (CFP®)
- University of North Florida, B.A., Financial Services
- Leadership St. Pete - Class of 2019