Jack joined Ciccarelli Advisory Services in June 2023 as a paraplanner, assisting both Jill Ciccarelli Rapps’ and Kim Ciccarelli Kantor’s teams with day-to-day activities, maintaining client records and preparing materials for annual reviews, attending client meetings, and assisting in the planning process alongside the planning team. He also stays very involved by interfacing with clients daily to help them with any questions or issues they may have.
Jack passed the CFP® exam in November 2023 and is currently a Candidate for CFP® certification. As a recent graduate of Florida Gulf Coast University, with a Bachelor of Science in Finance and minor in real estate, Jack is excited to launch his career working collaboratively with the dedicated and knowledgeable teams at Ciccarelli. Initially, his interest in the financial field was inspired by his father who was not only an avid investor, but also a person who strived to better his community. All leading to Jack’s passion in helping people with their finances.
Jack is one of the firm’s native Floridians, born and raised in Naples. When not assisting his co-workers and helping clients, Jack enjoys reading, playing golf, and considers himself a bit of a history buff. He has two adorable cats, Poppy and Paprika.
Jack Breton is not registered with Osaic Wealth Inc. or Ciccarelli Advisory Services, Inc.