Welcome to Jack’s educational blog!  Jack has a BA in Economics from California State University Sacramento and an MBA from Pepperdine University in Los Angeles, and spent the first nine years of his business career in the communications and computer industries.  In his last position, he was a Vice President at Burroughs Corporation/Graphic Sciences (Unisys).

In 1976, Jack entered the financial services industry as a financial consultant for Warburg, Paribas Becker.  He provided financial advice to companies, public entities, Taft-Hartley funds, endowments, and foundations with assets exceeding $7 billion.

After spending two years with an investment firm, Jack founded Lexington Capital Management in 1983, a money management firm that wholesaled its services through wirehouses and regional broker-dealers.  In 1989, Jack also founded a broker-dealer and built a national retail distribution system to market its products and services.  Between 1996 and 2003, Lexington was sold to two larger financial services companies. 

In his last position, Jack was President of Sungard Advisor Technologies.  During these 20 years, Jack worked with thousands of investors and financial advisors and was responsible for providing services to individual investors with billions of dollars of assets.

In 2004, Jack left the financial services industry to market a book he authored: Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor.  Published in December, 2003, by John Wiley & Sons, his book was widely regarded as the first to provide objective processes investors could use to select higher quality advisors and to avoid the risks and consequences of bad advice from lower quality advisors.

In 2004, Jack co-founded PaladinRegistry.com, a website that took selected content from his book and made it available to investors over the Internet.  Later in 2004, a Registry of pre-screened, five star rated financial planners and financial advisors was added to the website.  Paladin became the first online firm that vetted financial professionals for investors and provided comprehensive documentation for their credentials, ethics, business practices, and services. In 2008, Jack was instrumental in the development of an online Directory of Financial Professionals (FindFinancialAdvisors.com), this blog site (InvestorWatchdog.com) that reports on investment risks that result from ethical conflicts in the financial services industry, and three investor education websites (PaladinRegistry.org, theInvestment.org, and theFinancial.org).

Jack has appeared on CNNfn and over 100 national, regional, and local radio shows to talk about the subject matter of his book, the risk and consequences of bad advice, and Paladin’s free online solutions.  He is also widely quoted in the print media including Forbes, BusinessWeek, Worth, and Kiplinger. Jack can be reached at jack@paladinregistry.com.