Jack Heintzelman

Current Employers

Employment History

• 08/2018 → 07/2020
  Mass Mutual Life Insurance Company
  Wellesley, MA
• 08/2018 → 07/2020
  Mml Investors Services
  Wellesley, MA
• 08/2014 → 05/2018
  St Anselm College
  Manchester, NH
• 01/2017 → 05/2017
  Rise Private Wealth
  Bedford, NH
• 05/2017 → 08/2017
  Ubsfinancial
  Boston, MA
• 01/2018 → 05/2018
  Mass Mutual Agents Gregory Pinto & Patrick Hinton
  Wellesley, MA
• 05/2018 → 07/2020
  Mass Mutual Agents Gregory Pinto & Patrick Hinton
  Wellesley, MA
• 07/2020 → 08/2020
  Commonwealth Financial Network
  Waltham, MA
• 07/2020 → 08/2020
  Boston Wealth Strategies
  Needham, MA
• 08/2020 → Present
  Boston Wealth Strategies
  Needham, MA
• 08/2020 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; as of 08/06/2020; 25% time spent during business hours; Conducted at branch location; Investment related. 2. Board member and co-owner, Liberty Cedar, Inc.; retail lumber company; Located at 325 Liberty Lane, West Kingston, RI 02892; as of 01/01/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Co-owner, Altara Wealth, Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Needham, MA 02494; as of 02/24/2025; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Designations

Other Names

• Jack R Heintzelman