Jack built Ja-Mar Analytics as a platform to help sellers of appreciated assets with the deferral of their capital gains tax obligations. One of the IRS options he utilizes, allows the seller of real estate, or a business sale, to receive their money at closing while deferring and investing their tax dollars for up to 30 years.
Because of his capital gains tax deferral work, Jack and his business partner developed an e-base platform for coaching business owners. This very robust program helps a business owner identify and implement accelerated revenue and profitability growth. The program addresses all the key elements necessary for a business to double or triple in value. Other coaching programs tend to focus only on narrow aspects of a business such as marketing, sales, cost savings, or SEO applications.
Before stating Ja-Mar Analytics, and Summit Business Growth, Jack spent thirty -two years at Russell Investment Company. He has helped over a thousand financial professionals become better stewards of their clients’ financial wellbeing. Jack created the first retirement and investment education program for the pilots and engineering teams at United Parcel Services (UPS) in Louisville, Ky. He also helped in the development of investment programs for banks in Saudi Arabia and Switzerland.
From 1980 to 1985 Jack helped the brokerage firm of Paine Weber Jackson and Curtis, develop one of the original fee-based programs, designed to reduce excessive trading within an investor’s portfolio.
Jack’s military service was spent working in the White House, providing communications, security, and advance work, for the president and Secret Service. These duties included leading advance teams on both the Moscow, and Peking summit conferences.
Jack holds a bachelor’s degree from the University of Oregon and a master’s degree from the University of Kansas. He has been accepted into a program focusing on Global Economics and Policy, at Oxford University UK. He is a past member of the National Rotary, Kiwanis, and Optimist Organizations.