Jack Brod

CFP®

Board Member

Jack teaches, consults, supports economic development in his county, and advises and invests in financial technology companies. He retired from a stellar career at Vanguard, where he led the development of retail advisory services. Jack transformed Vanguard’s Financial Advisor Services division, helping to grow the business from $300 billion to over $1 trillion. He led the company’s Corporate Strategy group to help shape and form strategy for international expansion, U.S. ETF market development, intermediary distribution, and new product development.

Jack serves as a director on several boards, including the CFP Board of Directors. He is a noted expert on the Net Promoter SystemSM and speaks about trends in the advice field at industry conferences and in the financial news media.

Jack is a graduate of the University of Florida and the Harvard Business School Advanced Management Program.


Education &
Designations

  • University of Florida
  • Harvard Business School Advanced Management Program

Affiliations &
Community Service

  • CFP Board of Directors

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.