Jack Houseworth, CPFA

Associate, Advisor Relations at Pensionmark Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Santa Barbara County, California, United States, US
Languages
  • English -

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Credentials

  • Certified Plan Fiduciary Advisor (CPFA)
    National Association of Plan Advisors
    Oct, 2020
    - Nov, 2024
  • Series 65
    FINRA
    Jun, 2019
    - Nov, 2024

Experience

  • Pensionmark, A World Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate, Advisor Relations
      • Apr 2017 - Present

      Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

  • UCSB Buchanan Hall
    • Goleta, California
    • Technical Operator
      • Apr 2016 - Jun 2018

      - Provided technology expertise and customer service to professors on a daily basis to ensure a functioning lecture hall and a proactive learning environment - Trained other employees on technical advancements and procedures to guarantee sufficient maintenance and service for each professor - Provided technology expertise and customer service to professors on a daily basis to ensure a functioning lecture hall and a proactive learning environment - Trained other employees on technical advancements and procedures to guarantee sufficient maintenance and service for each professor

  • Zeta Beta Tau - Gamma Xi Chapter
    • Goleta, California
    • Internal Vice President
      • Jan 2017 - Jan 2018

      - Managed and delegated the inner-workings of fraternal operations including the cabinet and its members - Lead weekly meetings with the cabinet to ensure efficiency and accountability from each cabinet position - Created and managed a master calendar for the fraternity including all brotherhood, social, and philanthropic events - Managed and delegated the inner-workings of fraternal operations including the cabinet and its members - Lead weekly meetings with the cabinet to ensure efficiency and accountability from each cabinet position - Created and managed a master calendar for the fraternity including all brotherhood, social, and philanthropic events

  • UCSB Associated Students
    • Goleta, California
    • Finance Officer
      • Aug 2016 - Jun 2017

      - Formulated a budget of over $14 million in student fees - Increased transparency among UCSB campus community by creating a means for students to access information regarding prior years’ allocations - Lead financial workshops for students requesting funds, allocated budgets for student groups, and assisted student groups with their financial planning process - Formulated a budget of over $14 million in student fees - Increased transparency among UCSB campus community by creating a means for students to access information regarding prior years’ allocations - Lead financial workshops for students requesting funds, allocated budgets for student groups, and assisted student groups with their financial planning process

  • American River Raft Rentals
    • Sacramento, California
    • River Safety Assistant
      • May 2015 - Sep 2016

      - Generated a harmless river environment by diligently surveying the water flow and always accounting for the safety of each and every rafter - Operated and controlled the inflow and outflow of rafts, paddles, and life jackets along the river - Generated a harmless river environment by diligently surveying the water flow and always accounting for the safety of each and every rafter - Operated and controlled the inflow and outflow of rafts, paddles, and life jackets along the river

  • ADVNC Sacramento
    • Sacramento, California
    • Youth Lacrosse Coach
      • Jun 2015 - Sep 2015

      - Coached an elite youth lacrosse team that traveled across California to compete in regional tournaments - Organized and developed practices plans for bi-weekly practices - Created and orchestrated a parent volunteer system to increase parent participation for the program - Coached an elite youth lacrosse team that traveled across California to compete in regional tournaments - Organized and developed practices plans for bi-weekly practices - Created and orchestrated a parent volunteer system to increase parent participation for the program

  • Lacrosse Fanatic
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Sales Associate and Cashier
      • Aug 2012 - Sep 2014

      - Awarded as the Top Performing Sales Associate for 2012, 2013, and 2014 - Developed and marketed innovative techniques specific to the store’s outdated inventory system - Managed the store front’s daily receipts and deposits, while simultaneously engaging with customers and completing sales of lacrosse equipment - Created mobile stores across Northern California to accumulate lacrosse tournament profit - Trained other employees on store operations, inventory systems, sales techniques and merchandising - Responsible for opening and closing the shop on my own Show less

Education

  • University of California, Santa Barbara
    Bachelor of Arts - BA, Economics and Accounting
    2014 - 2018

Community

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