Jack Sowada

Current Employers

Employment History

• 05/2019 → 12/2022
  Concourse Financial Group Securities Inc
  Edina, MN
• 04/2019 → Present
  (Dba) Tradition Wealth Management
  Edina, MN
• 09/2018 → 01/2019
  Lpl Financial
  Edina, MN
• 05/2017 → 08/2017
  Northwestern Mutual Investment Services
  Elmo, MN
• 12/2016 → Present
  University Of St.THomas
  St.PAul, MN
• 08/2016 → 12/2016
  Carleton Collge
  Northfield, MN
• 06/2017 → 08/2017
  Jimmy Johns
  Minnetonka, MN

Other Businesses

(dba) TRADITION WEALTH MANAGEMENT; Investment Related; 7601 France Avenue south, Suite 100, Edina, MN 55435; Financial Planning and Investment Management: Investment Advisor; Start Date 03/2020; 45 hours per month with most of those hours per month occurring during trading hours; Work with clients to build financial plans and help them implement wealth management strategies. TRADITION WEALTH MANAGEMENT INSURANCE AGENCY LLC; Investment Related; 7601 France Avenue S, Suite 100, Edina MN 55435; Insurance; Producer; Start Date 03/2020; 10 hours per month during trading hours; Sales and service of insurance products. >> F&J BRACKEN REMEMBRANCE TRUST U/A MAY 16th 2022; Non-Investment Related; 16000 Grays Blvd, Wayzata, MN 55391; Other; Trustee; Start Date 05/2022; 1 hour per month with that 1 hour occurring during trading hours; I am the trustee and beneficiary of my own revocable trust.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-14

Other Names

• Jack Sowada
• Jack Bracken Sowada