Jack Haxton
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Jack Haxton Email & Phone Number

Wealth Manager at The Financial Guys at The Financial Guys
Location: Orchard Park, New York, United States 4 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
The Financial Guys
Role
Wealth Manager at The Financial Guys
Location
Orchard Park, New York, United States
Company size
26 employees

Who is Jack Haxton? Overview

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Quick answer

Jack Haxton is listed as Wealth Manager at The Financial Guys at The Financial Guys, a company with 26 employees, based in Orchard Park, New York, United States. AeroLeads shows a matched LinkedIn profile for Jack Haxton.

Jack Haxton previously worked as Wealth Manager at The Financial Guys and Wealth Manager at Independent Solutions Wealth Management, Llc. Jack Haxton holds Master Of Business Administration - Mba, Analytics from Le Moyne College.

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The Financial Guys

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Profile bio

About Jack Haxton

I am a fully licensed Wealth Manager with The Financial Guys. I have my NYS Life, Accident and Health, Series 6, Series 63, Series 65. I dedicate my time to servicing the needs and aspirations of my clients to provide them with the best approach in regards to planning for the future. My academic background provides me with a distinctive fusion of financial proficiency and insight driven strategies.Advisory Services offered through Independent Solutions Wealth Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Independent Solutions Wealth Management, LLC & The Financial Guys are separate and independent entity from Peak Brokerage Services, LLC.

Current workplace

Jack Haxton's current company

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The Financial Guys
The Financial Guys
Wealth Manager at The Financial Guys
williamsville, new york, united states
Website
thefinancialguys.com
Employees
26
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4 roles

Jack Haxton work experience

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Wealth Manager

Current
The Financial Guys

Williamsville, New York, United States

Dec 2023 - Present

Registered Representative

Current
Peak
Dec 2023 - Present
Team & coworkers

Colleagues at The Financial Guys

Other employees you can reach at thefinancialguys.com. View company contacts for 26 employees →

BJ Brian Janak Brian Janak Colleague at The Financial GuysBuffalo, New York, United States, United States View → AS Anthony Szefler, Cfp® Anthony Szefler, Cfp® Colleague at The Financial GuysLancaster, New York, United States, United States View → EC Elizabeth Clason Elizabeth Clason Colleague at The Financial GuysLancaster, New York, United States, United States View → GP Gregory Petrie Crpc, Csscs Gregory Petrie Crpc, Csscs Colleague at The Financial GuysEden Prairie, Minnesota, United States, United States View → ML Mike Lomas Mike Lomas Colleague at The Financial GuysBuffalo, New York, United States, United States View → JS Joseph Schrutt Crps® Joseph Schrutt Crps® Colleague at The Financial GuysLancaster, New York, United States, United States View → CM Connor Mcmahon Connor Mcmahon Colleague at The Financial GuysTonawanda, New York, United States, United States View → RW Ron Waskow Ron Waskow Colleague at The Financial GuysBuffalo, New York, United States, United States View → MR Michael R. Shaver Cfp® Cca Michael R. Shaver Cfp® Cca Colleague at The Financial GuysBuffalo-Niagara Falls Area, United States View → MR Madison Rozler Madison Rozler Colleague at The Financial GuysBuffalo-Niagara Falls Area, United States View →
4 education records

Jack Haxton education

FAQ

Frequently asked questions about Jack Haxton

Quick answers generated from the profile data available on this page.

What company does Jack Haxton work for?

Jack Haxton works for The Financial Guys.

What is Jack Haxton's role at The Financial Guys?

Jack Haxton is listed as Wealth Manager at The Financial Guys at The Financial Guys.

Where is Jack Haxton based?

Jack Haxton is based in Orchard Park, New York, United States while working with The Financial Guys.

What companies has Jack Haxton worked for?

Jack Haxton has worked for The Financial Guys, Independent Solutions Wealth Management, Llc, Peak, and Sgroi Financial, Llc.

Who are Jack Haxton's colleagues at The Financial Guys?

Jack Haxton's colleagues at The Financial Guys include Brian Janak, Anthony Szefler, Cfp®, Elizabeth Clason, Gregory Petrie Crpc, Csscs, and Mike Lomas.

How can I contact Jack Haxton?

You can use AeroLeads to view verified contact signals for Jack Haxton at The Financial Guys, including work email, phone, and LinkedIn data when available.

What schools did Jack Haxton attend?

Jack Haxton holds Master Of Business Administration - Mba, Analytics from Le Moyne College.

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