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.