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Who We Are

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Jack Brkich III

President

jack.brkich@ceteraadvisors.com

 

Jack Brkich is the founder of JMB Financial Managers. Combining over twenty years of investment and personal financial planning experience, Jack has established himself as a trusted advisor for individuals, couples, families and business owners.

As a Certified Financial Planner™, he implements advanced planning strategies by using a broad array of wealth creation and preservation techniques.

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Mei Doran

Client Service Associate

mei.doran@ceteraadvisors.com

 

Mei Doran is responsible for the client service, administration, and operational functions of our firm, on behalf of specific client and vendor relationships. 

She graduated from California State University at Sonoma, and her background includes a time with the American Cancer Society in a community and administrative support role, and a stint with Warner Brothers as a financial analyst. Her interests include raising her children, attending their activities, and supporting cancer related charities.

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Kristin Brkich

Practice Manager

kristin.brkich@ceteraadvisors.com

 

As practice manager, Kristin is responsible for the day-to-day business and financial operations of the firm, providing employees with a safe, professional, and enjoyable workplace, and ensuring the delivery of consistent and exceptional service to our clients. Prior to joining the firm, Kristin held a similar role as Director of Operations for Jacques Vert USA.

Kristin holds a Bachelor's Degree in Marketing from Santa Clara University, where she also earned a Certificate in Retail Management. Already holding the FINRA Series 7 and 65 securities registrations, Kristin is currently pursuing the necessary registrations to eventually take on branch management duties as well.

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Shanna Klahn

Marketing Coordinator

shanna.klahn@ceteraadvisors.com

 

 

As Marketing Coordinator, Shanna is responsible for the creation, implementation and measurement of the firm’s marketing plan and supporting strategies to ensure our clients and prospects are fully aware of all the services we provide. 

Shanna joined the firm in 2014 and has since graduated from Chapman University in Orange, CA with Bachelor's degree in Business Administration with an emphasis on Marketing; accompanied by a Digital Imaging and Design Minor.

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Stan Smiley, JD

SVP, Advanced Planning Group,
Cetera Financial Group

info@jmbfinmgrs.com

 

 

Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for JMB Financial Managers. 

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Julie Hendrickson, JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

info@jmbfinmgrs.com

 

Juliet Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group with more than 17 years of experience providing tax planning consultation to financial professionals.

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Contact info

  •   43 Corporate Park Suite 104, Irvine, California 92606
  •   949.251.3544
  •   jack.brkich@ceteraadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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