JJ started his career at Adviser in 2023, where he works closely with clients to ensure their service needs are met. Prior to that, JJ worked as an enterprise sales and strategic account management professional for over six years. JJ graduated from Stonehill College in 2014, receiving his B.A. in American studies with a focus in communication and cinema studies. Outside of work, he is an aspiring average golfer, film buff and avid sports fan.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.