Jarrett Heck
CLIENT SERVICE ASSOCIATE, WEALTH ADVISORY
Jarrett is a Client Service Associate serving clients and supporting Choreo's advisory team in Rockford, Illinois. With nearly eight years of wealth management experience, he helps manage day-to-day service needs and contributes to a welcoming, responsive experience for the individuals and families the team serves.
Before joining Choreo, Jarret worked with a local independent representative, gaining experience supporting clients and the wealth management process. In his current role, he works closely with the advisory team to help coordinate client requests, facilitate communication and ensure clients receive attentive support throughout their relationship with Choreo. His work helps advisors stay focused on clients' financial priorities while giving them a dependable resource for their ongoing service needs.
Outside of work, Jarrett enjoys participating in a summer golf league and spending time with his family.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
FINRA Series 65
