Jack Douglas
Summary
Results-driven financial professional with Series 7 and 66 licenses and Washington Life and Health credentials. Expertise in retirement planning, public sector benefits education, rollovers, and wealth management strategies. Strong background in business development and consultative sales, fostering long-term client relationships in Bellevue and the Greater Seattle area.
Overview
4
4
years of professional experience
Work History
Investment Advisor
Equitable Advisors
Bellevue, WA
04.2025 - Current
- Provide holistic financial planning and investment advisory services to both public and private sector clients.
- Advise Washington State public employees on pension benefits, deferred compensation, and supplemental retirement planning.
- Develop customized retirement income, accumulation, and risk management strategies.
- Execute qualified and non-qualified rollovers and implement tax-efficient investment strategies.
- Conducted portfolio reviews, risk analyses, and asset allocation modeling to align investments with client objectives and enhance financial outcomes.
- Prospected and onboarded new clients through educational consultations, cold calling, and referral development, enhancing client base and engagement.
- Delivered financial literacy presentations and retirement planning guidance.
- Maintain full compliance with FINRA and state regulatory standards.
Sales Representative
Seaport Pest Solutions
Plymouth, MA
05.2024 - 03.2025
- Generated new business through direct, door-to-door prospecting and targeted sales strategy, enhancing market presence.
- Managed CRM pipeline and streamlined client follow-up processes to improve engagement.
- Earned multiple 'Rookie of the Week' recognitions.
- Contributed to top-performing regional sales team, supporting achievement of sales targets.
- Generated over $100,000 in gross revenue in fewer than four months during my first year with a startup.
Sales Representative
Swinomish Tribal Reservation
Anacortes, WA
06.2022 - 07.2023
- Maintained fair and positive experiences for high volume customers
- Managed sales and inventory of fireworks at events
- Ensured the accuracy of sales records through diligent data management
Education
Bachelor of Arts - Strategic Communications (Advertising Emphasis)
Washington State University
Pullman, WASkills
- Financial planning
- Retirement & Pension Strategy
- 401(k) & IRA Rollovers
- Risk Management & Insurance Planning
- Portfolio analysis
- Asset Allocation & Portfolio Construction
- Risk management
- Pension strategy
- Client Acquisition & Relationship Management
- Asset allocation
- Insurance planning
- Sales strategy development
- Client acquisition
- Business development
- Regulatory compliance
- Presentation skills
- Client Retention*
Licensure And Credentials
- Series 7 - General Securities Representative (CRD #8138561)
- Series 66 - Uniform Combined State Law Examination
- Security Industry Essentials (SIE)
- Washington State Life & Health Insurance License (#1309123)
- California State Life & Health Insurance License (#4551153)
Community Service
- Phi Gamma Delta Fraternity, Adopt-a-block service project, IFC College Hill Clean-up, Hilinski's Hope Charity Events, Whitman County Humane Society Volunteer Service
- Western Governors University, Alumni Events Volunteer, 2021-2023
- National Honor Society, Student Volunteer, 2017-2020
- Edmonds Woodway ASL Community, Deaf Events Volunteer, 2016-2019
Timeline
Investment Advisor
Equitable Advisors
04.2025 - Current
Sales Representative
Seaport Pest Solutions
05.2024 - 03.2025
Sales Representative
Swinomish Tribal Reservation
06.2022 - 07.2023
Bachelor of Arts - Strategic Communications (Advertising Emphasis)
Washington State University