Jack Campbell Finch

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 02/2026
  Heritage Financial
  Westwood, MA
• 05/2021 → 08/2021
  Titan Roofing
  Quincy, MA
• 05/2020 → 01/2021
  John Hancock
  Boston, MA
• 05/2019 → 08/2019
  Creighton University
  Omaha, NE
• 05/2018 → 08/2018
  W.B. Mason
  Boston, MA
• 06/2017 → 08/2017
  W.B. Mason
  Boston, MA
• 06/2016 → 02/2017
  Ll Bean
  Dedham, MA
• 09/2013 → 06/2017
  Boston College High School
  Boston, MA
• 09/2017 → 12/2021
  Creighton University
  Omaha, NE
• 02/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2024-05-01 → 2026-03-19
  Heritage Financial Services
  Westwood, MA
  Rockland, MA

Designations

• Certified Financial Planner