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  • About Us
    • Our Team
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    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
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Jack Bao

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Jack Bao
Wealth Advisor

Jack officially started with the firm in the beginning of 2021, after graduating from the University of Delaware in December 2020 with a bachelor's degree in Economics.

Jack is a wealth advisor and assists the firm in many ways, ranging from the planning process to assisting clients with various needs after their meetings. Jack just recently earned his Life Insurance license and is now going to be working towards earning his series 7 and 66 designations.

In his spare time Jack is an avid mountain biker and skier and he loves going on trips with his friends to explore new mountains and towns around the country.

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COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000
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