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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

 

 

How Can She Help You?

Mei brings comprehensive administrative support services to the clients she serves and facilitates communication among the JMB Financial Managers team. She is extremely detail oriented and a creative problem solver.

What Makes Her Knowledgeable?

She has two decades of deep experience providing administrative support, superior client service, and financial reporting. Prior to joining the JMB Financial Managers team, she worked in a community and administrative support role at the American Cancer Society. She was also a financial analyst at Warner Bros. Mei attended California State University, Sonoma and received her B.S. in business administration.

Getting to Know Her

Mei lives in La Puente with her children. She is proficient in conversational Mandarin. In her free time, she supports the American Cancer Society and enjoys attending her children’s activities. She also loves all things Disney and is a fan of The Big Bang Theory.

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Jaqueline Duban Grier

Client Service Associate

Jacqueline.dubangrier@ceteraadvisors.com

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How Can She Help You?

Jackie delivers comprehensive administrative support services to the clients she serves and expedites communication among the JMB Financial Managers team of financial professionals. She is enthusiastic and collaborative.

What Makes Her Knowledgeable?

She brings 20 years of extensive experience providing complex administrative support, data management, and information dissemination. Prior to joining JMB Financial Managers, she was a sales administrator for Warner Bros. Jackie earned her B.A. in sociology from California State University, Fullerton.

Getting to Know Her

Jackie lives in Orange County. In her spare time, she enjoys paddle surfing, DC comics and wine tasting.

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Sandi Lubard

Client Service Associate

sand.lubard@ceteraadvisors.com

 

 

How Can She Help You?

Sandi provides comprehensive administrative support services to the clients she serves, as well as to the JMB Financial Managers team of financial professionals. She is highly organized and has strong communication skills.

What Makes Her Knowledgeable?

She has 15 years of professional experience providing a high level of client service, administrative support, and information management. Before joining JMB Financial Managers, she was a licensing and legal coordinator for First Team Real Estate. Sandi went to San Francisco State University and studied business administration.  

Getting to Know Her

Sandra lives in Orange County. Outside of the office, she volunteers at the Cedars-Sinai Cancer Center. She loves animals and has been an avid skier since the age of five.

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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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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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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.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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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