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Todd Pack MBA, ChFC®,

Todd Pack MBA, ChFC®,


Mr. Pack started his career in financial services in 1996 after serving in the United States Marine Corps. Through his passion of working with clients, Mr. Pack provides strategies for addressing advanced and complex investment and life insurance scenarios.

In addition to his role with JWC-Wealth, Mr. Pack serves as the Chief Operating Officer, Chief Ethics Officer, and Chief Information Technology Officer for J.W. Cole. Previously he has acted as a Chief Compliance Officer of a Broker Dealer/Investment Adviser and was a founder and SVP of Operations and Compliance of United Capital Financial Partners, an acquirer of advisory businesses. Additionally, he has served as an adjunct Professor of Finance and Economics at Walsh College of Accountancy and Business Administration.

Education and Associations

Mr. Pack received his MBA in Finance from the Walsh College of Accountancy and Business Administration in Troy, Michigan, and a BBA in Finance from the University of Michigan in Flint, Michigan. He also graduated from St. Clair County Community College where he earned an AA in Criminal Justice. He currently holds FINRA Series 7, 63, 99, 24 licenses, and the NASAA Series 66 Investment Advisers Law license in addition to life insurance licenses with variable authorized. Mr. Pack is a member of NAIFA (National Association of Insurance and Financial Advisors) and ADISA (Alternative & Direct Investment Securities Association)


In his book, Break Away, Mr. Pack outlines all of the necessary steps to start and operate a business. From key business metrics to human resources to marketing, the reader will find the critically important information that you've been looking for. Mr. Pack has been featured on Registered Rep Magazine (Rep TV), placed articles with Investment News and Registered Rep, and cited in numerous articles including The New York Times,, American Banker, etc.