Jeffrey Basik, MBA

Jeffrey Basik, MBA

OSJ

Jeff Basik, as our Office of Supervisory Jurisdiction, OSJ, oversees and approves all suitability and other activities initiated at Mont Wealth Financial Advisors.

Jeff, holds a BS in Management from the United States Air Force Academy in Colorado Springs, Colorado, and a Masters in Business Administration from Bentley College in Boston, Massachusetts. In addition, Mr. Basik is a retired Lt. Col from the United States Air Force Reserves. A 21-year member of the National Association of Insurance and Financial Advisors (NAIFA), Mr. Basik served as a board member for 10 years including Association  President

Jeff is a Registered Principal and holds the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 66, Life, Health, Disability, Long-Term Care, and Fixed and Variable Annuity. Jeff has been married for 36 years, has 3 children, and has  practiced professionally in Southwest Florida since 1987. He currently serves on the Southwest Florida Congressional Service Academy Selection Board as well as on the Board of Directors for 2 domestic and 2 international charitable organizations.