Jace R. Hart is a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Investment Advisor Representative (IAR) with LPL Financial. LPL Financial is a registered investment advisor (RIA) and broker/dealer.
Jace is a 2013 graduate of Lone Oak High School and a 2017 graduate from Tarleton State University earning a BBA in Finance. Jace has worked for an Independent Insurance Brokerage Firm and most recently Fidelity Investments. While at Fidelity, Jace worked as a trader in the personal investing department and later as a Financial Advisor.
Jace joined the AIS Financial Team in 2019 as a Financial Advisor. He specializes in Retirement & Planning strategies and is anxious to help the younger generation create wealth to finance their future goals & dreams.
Jace is a member of the Financial Planning Association and is an active member in his church, Family Fellowship of Greenville.
Growing up playing sports, Jace loves to watch or participate in any type of sports. His favorite is snow skiing and loves to go as often as he can. Jace is married to his wife Jenna and together they love to hike and spend time with family.
Jace holds Series 7, 63 & 66 registrations held with LPL Financial, Group 1.