FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

JACK FUGATE

JACK FUGATE

WEALTH ADVISOR

Jack Fugate is a Financial Advisor with Cornerstone Financial Group. After serving 4 years in the Air Force, he left the military as a Desert Storm veteran with many decorations, awards, and medals. Some of those achievements are the Good Conduct medal, National Defense Service medal, Southwest Asia Service medal with 1 Bronze Star, and the Air Force Commendation medal. While pursuing his dual major Bachelor of Science degree in Finance and Management from the University of Florida, he made the Dean's list 6 semesters. He graduated with Honor's from Santa Fe Community College and was also a member of Phi Theta Kappa Honor Society. While attending college, he worked in the insurance industry. He spent time with Nationwide Insurance as a claims service representative and then also worked with Tower Hill Insurance group as a property and casualty underwriter before starting his career with VALIC. At VALIC, his role was to advise clients on an array of different financial goals including Retirement Planning, Risk Management, Education Funding, Insurance, Investments, Savings, and Debt Management. He currently holds licenses in Life Insurance, Variable Annuities, Health Insurance, Mutual Funds (Series6), Securities (Series 7) and is an Investment Advisor Representative (Series 66). He is enrolled in the College for Financial Planning pursuing his CFP designation to become a Certified Financial Planner. Jack has 3 beautiful children Jackson, Jazmine, and Jaylee .