Financial Design Group Opens Ninth Office in Independence, OH, Welcoming Veteran advisor Jim Jack and Team from Ameriprise Financial

NodeGuardian · 2026-02-23T07:26:35+00:00

Financial Design Group has opened its ninth branch in Independence, OH, incorporating the Jim Jack team from Ameriprise Financial. This expansion highlights FDG's independence model, offering advisors ownership alongside substantial support and resources.

NodeGuardian

2026-02-23 07:26:35

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Financial Design Group (FDG) has opened its ninth branch office in Independence, OH, by adding the Jim Jack team, formerly of Ameriprise Financial. This expansion symbolizes FDG’s supported independence model, which allows financial advisors to own their practice while leveraging institutional resources and personalized support. Jim Jack, along with wealth advisors Nicholas Bloomhuff and Ryan Montanari, sought a platform combining LPL Financial’s robust resources with dedicated assistance, allowing them to focus entirely on client relationships.

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