RICP® – Retirement Income Certified Professional®
ChFC® – Chartered Financial Consultant®
Founder: S3 Retirement Planning
With more than 30 years of experience in the investment industry, John Jaicks has a unique skillset to help his clients prepare for a successful retirement. He has an in-depth understanding of retirement income planning, and works with his clients to help them balance the lifestyle they have today with the needs they’ll have tomorrow. He aims to improve portfolio performance and produce better retirement outcomes for every family he works with.
John’s practice is comprised of corporate retirees, professionals and business owners who have significant assets and typically require complex retirement solutions. In order to best serve them, he works closely with a team of experts who have extensive experience in tax planning, estate planning, longevity planning, and asset protection strategies.
Prior to starting his career in investments and financial services, John earned a Bachelor of Science in Business Administration and Finance from Long Island University. He went on to receive his Chartered Financial Consultant® designation (ChFC®), his Retirement Income Certified Professional® designation (RICP®) and his Series 7, 63, and 65, as well as several insurance licenses: Life, Health, Disability, and Variable & Fixed Contracts.
John spent twelve years on Wall Street working in international banking and investments, and has authored several research papers on topics that affect retirement, including social security, taxes, and investments (available upon request).
John was raised in New York, and has resided in Utah since 1994. He and his wife, Lidiane, live in the Park City area with their daughter, Juliana. When he’s not in the office, John enjoys being active in the community, and helps with many volunteer events and organizations, including Big Brothers, Big Sisters of Utah and formerly with Rotary International. He also loves to spend time in the mountains, and likes to travel.
Words I Live By
Time can pass quickly, so enjoy every moment.
You Should Know…
John loves art. Through travels over the years, John has seen many famous works from artists such as da Vinci, Michelangelo, Van Gogh, Rembrandt and many others.
My Literary Love
Not much time for fiction right now. I do read all the books, articles and research I can about achieving financial success in retirement. Believe it or not, I really enjoy it.
The Best Getaway
Once a year we travel back to my hometown of New York City. We see the sights, visit family and friends and do something educational for my daughter. Although we love visiting, the trip renews our appreciation of our home in the mountains of Park City.
My One Seven Reason
I have many choices with whom I can partner and I only want the best for my clients and my practice. Co-Presidents Todd and Mike have built an amazing team of impressive professionals. One Seven has the resources and commitment to deliver wealth management services at the highest level which is what my clients deserve. Their unique approach and understanding of the need to help people be successful across all aspects of life aligns with my own beliefs.