Profile for Jacques Cureton

Jacques
12724 gran bay parkway west suite 410
jacksonville, fl 32258
757-250-4033
jcureton@swcares.com

Broker Dealer Information

A Registered Representative with securities offered through:
Fortune Financial Services, Inc.
3582 Brodhead Road
Suite 202
Monaca, PA 15061
844-792-2428

Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Fortune Financial Services, Inc. and Interactive Financial Advisors are not affiliated.

Professional Experience:

As a financial professional, Jacques Cureton is dedicated to providing clients with the professional and individual attention necessary to help them achieve their financial goals, while offering continued service as their needs change.

Jacques Cureton earned a Bachelor's degree in Accounting from City University of New York - York College, a Master's degree in Finance from the New York Institute of Technology. Committed to professional education, he has also earned the advanced designation of a Professional Financial Planner from Old Dominion University (PFP). Jacques is a registered representative of Fortune Financial Services, Inc., and a Registered Investment Advisor Representative of Interactive Financial Advisors. His FINRA licenses include Series 6, 7, 63, and 65. His insurance licenses include Life, Health, Annuity, Personal Lines, Property, and Casualty.

Jacques offers a variety of financial products and services. Working closely with clients to identify their specific financial needs, he uses advanced planning tools and models to create unique solutions for each client's situation. He has been in the insurance and financial services industry for over 25 years. Jacques is active in the industry. He is a member of the Norfolk chapter of the National Association of Insurance and Financial Advisors. Jacques is a Veteran of the Armed Forces and rounds out his community activity by coaching high school basketball and mentoring young men.

Personal Information:

Jacques is the Founder and President of Interactive Advisory Network, LLC and a Managing Partner with Interactive Financial Advisors. He and his wife, Karine, have been married over 25 years and they have 3 children.

BrokerCheck is a free tool to help clients and prospective clients make informed decisions regarding their financial situation. Please use the following link if you wish to conduct your own due diligence: brokercheck.finra.org

A Registered Representative with securities offered through Fortune Financial Services, Inc. 3582 Brodhead Road, Suite 202 Monaca, PA 15061 (724) 846-2488 Member FINRA & SIPC Investment Advisory Services offered through Interactive Financial Advisors, Inc. Fortune Financial Services, Inc., Interactive Advisory Network, LLC, and Interactive Financial Advisors, Inc. are not affiliated.

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Meet the team

Marcus
Marcus Bauman, Esq.
mbauman@swcares.com

Professional Experience:

Marcus M. Bauman, Esq. began his Financial Services career shortly after receiving his Juris Doctor from the Marshall-Wythe School of Law at the College of William & Mary and passing the Bar. Soon he accepted a position as an associate at a local Estate Planning firm. The job was offered to him on the unusual condition that in addition to serving as an attorney, he would train to become a financial advisor to serve the needs of the firm’s trust and estate administration and small business clients. Often these families needed more than mere legal advice; they needed ongoing consultation and long-term asset management, sometimes across generations.

The combined practice made sense; he was already acting in a fiduciary capacity and well familiar with his clients’ circumstances. Marcus grew into the advisor’s role and made it the focus of his practice. The firm began partnering with other professionals to offer his services to their clients.

Marcus eventually found himself serving as the Financial Advisor for a prominent local CPA firm, advising individuals and businesses alike, coordinating their Estate, Business, Financial, and Tax Planning considerations. This multidisciplinary and long-term approach to the planning process is why joining Interactive Advisory Network, LLC (IAN) was such a natural fit. At IAN, this level of client engagement is elemental to the practice; it’s what the firm was designed to achieve from the outset. Best of all, at IAN, Marcus now has a team working alongside him.

Personal Information:

Marcus was born and raised in Washington, D.C., where he spent much more time exploring the Smithsonian Institution than any child has a right to. After graduating from the Edmund Burke School, he went on to college at Northwestern University. There he indulged his passions for history and Western Civilization, earning his Bachelor’s Degree in Classics (Ancient Greek, Latin, and Ancient History). Armed with a degree in an obscure humanity, it should come as no surprise that he ended up in law school.

The move to Hampton Roads to attend the Marshall-Wythe School of Law would prove fateful, as it not only launched his career as an estate planner and financial advisor, but also his family. His daughter, Sophia, now 15, was born here and raised here, and Marcus strongly suspects he’s found a permanent home here in this wonderful and historic corner of the Commonwealth.

When he isn’t too busy wondering where all the time went, Marcus is a lifelong student of history, economics, and politics. He’s also a lifelong fan of science fiction, comic books, and (really) heavy metal. He once even had his own radio show, but that is a story for another time...

Martin
Martin LeFiles Jr., ChFC
mlefiles@swcares.com
229-251-5071

Professional Experience:

J. Martin LeFiles, Jr., ChFC, provides fee-only personal financial planning and investment advisory services to individuals, professionals, and small business owners.

Marty holds the Chartered Financial Consultant professional financial planning designation and is an Investment Advisor Representative with Interactive Financial Advisors.

The ChFC designation is awarded by the American College in Bryn Mawr, PA, one of the nation’s oldest and most recognized financial sciences educational institutions, to financial advisors who have completed a rigorous program of study and testing in the key disciplines of comprehensive financial planning, including retirement planning, investments, insurance, income taxation, and estate planning.

In addition to the ChFC credential, Marty also holds a BBA in Accounting and an MBA in Finance from Valdosta State University and is a former small business consultant with the Small Business Development Center at Valdosta State University.

Personal Information:

Marty has also been actively involved in civic affairs, having served as President of the Azalea City Kiwanis Club, President of the VSU Alumni Association, and is a past member of the Southern Georgia Area Agency on Aging Council. He was a founding member of the Valdosta-Lowndes County chapter of Easter Seals Southern Georgia and recently completed serving a six-year term as Treasurer and member of the Board of Directors of the Valdosta-Lowndes County Chamber of Commerce.

Gina
Gina Johnson
gjohnson@ian-llc.com
757-250-4033

Professional Experience:

My professional purpose is to help clients and their families achieve their financial goals and protect their wealth in addition to building long-lasting relationships.

My Team and I work to understand your objectives, expectations, hopes, desires, and concerns. We then work to develop a personalized financial plan designed to address the many aspects of your financial life. Once the plan is implemented, we continually monitor the progress and engage in periodic client reviews to ensure you're on track to achieving the stated goals.

Personal Information:

Gina graduated from Norfolk State University with a BSN Nursing. Gina lives in Norfolk, VA has four adult children and five grandchildren. Gina is a member of Calvary Revival Church where she serves in the Children's Ministry. Gina enjoys spending time with her family, traveling, and gardening.

Michal
Michal Fraser, AWMA, CFS
mfraser@swcares.com
757-717-5700

Professional Experience:

Michal Fraser has been providing thoughtful and insightful financial guidance to clients for nearly 20 years. His services include 401(k) and IRA rollovers as well as retirement strategies that help maximize the accumulation and distribution of his clients’ hard-earned assets.

In addition to a bachelor’s degree in Business Administration with an emphasis on economics from Old Dominion University, Michal has earned the designations of Accredited Wealth Management Advisor (AWMA) and Certified Funds Specialist (CFS). He has often been called upon to share his knowledge of estate and retirement planning.

Personal Information:

A veteran of the U.S. Navy who served his country aboard nuclear submarines from 1981 to 1993, Michal serves his community today through various non-profit organizations. He is a charter member of the Professional Advisory Committee for the United Way of South Hampton Roads Foundation on Charitable Giving; an officer and Board Member of Cosmopolitan International which is a non-profit foundation whose main purpose is to raise funds to help find a cure to end diabetes; and a past member of the Charitable Planning Committee for the Children’s Hospital of the King’s Daughters.

Away from work, Michal enjoys hacking up world-renowned golf courses, travel, reading, engaging in a great discussion with passionate people, and spending quality time with his wife, Kim, and his two children: daughter, Ansley, and energetic son, Brayden.