Jack McCarroll
Investment Services & Financial Operations
Illinois
About
Jack McCarroll is a finance professional based in Normal, Illinois, with experience in investment services, client relationship management, and financial operations. He holds FINRA licenses including the Securities Industry Essentials (SIE), Series 7, and Series 63, reflecting his commitment to professional standards and regulatory compliance. A graduate of Illinois State University with a Bachelor of Science in Finance and a minor in Economics, Jack combines analytical discipline with a client-first mindset. His career includes experience supporting independent investment advisors at Charles Schwab, where he managed complex account servicing, money movement, cost basis research, and regulatory-sensitive transactions. He has also worked in logistics sales and financial internship roles, developing strong negotiation, analytical, and operational skills. Jack approaches finance with a focus on integrity, preparation, and long-term value creation. He believes success is defined not only by measurable outcomes, but by ethical decision-making, adaptability, and sustained growth. Beyond his professional work, Jack is active in volunteer initiatives including the Boys & Girls Club, Advocate BroMenn Medical Center, Safe Harbor, and the American Red Cross. He maintains a disciplined lifestyle centered around fitness, personal development, and continuous learning.

