Jack D. Klees, CPA, ChFC, CLU 904-403-8119 JDKlees@aol.com

Jack specializes in helping members of the Florida Retirement System and the City of Jacksonville Pension Plan provide financial security for their families. His belief is that clients deserve excellent, trustworthy service, and that their interests should always come first.

Jack has a Bachelor’s degree in Accounting from Lycoming College (PA) and a Master’s degree in Accountancy from the University of North Florida.  In 1991, he earned his CPA license.  Before entering the financial services industry as a full-time advisor, he served for sixteen years as an accountant, finance manager, and auditor in City of Jacksonville and State of Florida government.

In 2002, he entered the financial services field on a full-time basis.  Since that time, he has earned membership in the “All American Team”, an award given by the American Funds to advisors in recognition of financial expertise and dedicated to the principles of sound investing.  He has also been awarded the Vice-President’s award by Allen Marketing Group in recognition of excellence to clients served and contributions to the growth of the insurance industry.

Jack became a Chartered Financial Consultant and a Chartered Life Underwriter in 2002.  The Chartered Financial Consultant program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation, to help identify and establish specific financial goals, and to formulate, implement, and monitor a comprehensive plan to help achieve those goals.  The Chartered Life Underwriter designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life.

Jack is an active church member and serves as budget coordinator.  He lives in Orange Park, Florida with his wife, Georgia and his children, Taylor and Jeremy.  

 jdklees@aol.com

fax 904-265-4715

telephone 904-403-8119