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Jack Metz

Advisor at LPL Financial

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

About

Jack Metz is a financial advisor at LPL Financial in Findlay, Ohio, holding a Series 66 designation with approximately one year of experience. His background includes various roles at One Power Company and involvement with The Ohio State University. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

300 W Main Cross St

Findlay, OH 45840

Most active in

Ohio · Texas

Work history

LPL Financial

2025 - Present (1 year)

Jackson Wealth Management LLC (DBA for LPL Business)

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

One Power Company

2025 - 2025 (1 year)

One Power Company

2024 - 2025 (1 year)

Elifin Realty

2024 - 2024 (1 year)

One Power Company

2024 - 2024 (1 year)

OSU Dining Services

2023 - 2024 (1 year)

One Energy Enterprises

2023 - 2023 (1 year)

OSU Housing & Residence

2022 - 2023 (1 year)

The Ohio State University

2022 - 2025 (3 years)

Logans Irish Pub

2021 - 2022 (1 year)

Campus Pollyeyes

2020 - 2021 (1 year)

Findlay High School

2018 - 2022 (4 years)

Findlay Youth Baseball

2018 - 2018 (1 year)

Findlay City Schools

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Findlay, OH

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James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Findlay, OH

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Series 65

Findlay, OH

Tonjes Financial Group

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Ryan G

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Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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