Jack McHargue
Associate Advisor @Morling Financial Advisors
Boise, ID, US
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WORK HISTORY
Jul 2025 — Present
Associate Advisor @Morling Financial Advisors
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Fremont, CA, US
I assist financial advisors in daily functions to ensure the efficiency and accuracy needed in the wealth management space. I utilize CRM and financial software like Salesforce, Orion, Schwab, Fidelity and eMoney to run reports and analyze them. I conduct investment reviews and RMD reviews to verify that clients are on track with their retirement and wealth management needs.
ABOUT JACK MCHARGUE
I am a Santa Clara University graduate with a Bachelor of Science in Finance and a minor…
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