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Jack David

CFP®

Associate Financial Advisor

Meet Jack

Originally from New Mexico, Jack moved to Texas to attend Trinity University where he graduated with a Bachelor of Science in Mathematical Finance and a minor in Economics. Prior to joining Bogart Wealth as an Associate Financial Advisor, Jack spent three years working at Charles Schwab as a supervisor in their Retirement Plan Services department.

In his free time enjoys playing the guitar, pickleball, and cheering on the Tampa Bay Buccaneers.

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