President/CEO

 

Jay E. Troska, CPA, PFS, MST

J.E.T. Insurance Services

Life Insurance

Fixed Annuities

Disability Insurance

Critical Illness Insurance

Long-Term Care Insurance









Certified Public Accountant (CPA)

Master of Science in Taxation (MST)

Personal Financial Specialist (PFS)

Life and Health Insurance Agent



Our company’s President and CEO (and sole stockholder), Jay E. Troska, individually holds Life and Health insurance licenses in Nevada, California, Colorado, and Minnesota for the sale of life insurance, fixed annuities, as well as disability, critical illness, and long-term care insurance.

Mr. Troska is also a practicing Certified Public Accountant (CPA), and he holds a Master of Science in Taxation (MST) graduate degree from William Howard Taft University, Santa Ana, CA. (He owns and operates the CPA firm of Jay E. Troska, CPA, Ltd.) Insurance services are a natural extension of the traditional services that CPAs have been providing for years. Thus, CPAs are better suited to evaluate and understand their clients’ entire economic picture when assessing insurance needs. This is especially true regarding the expertise that CPAs possess concerning the income tax and estate tax ramifications of one's overall economic situation, as many other insurance professionals are not permitted to provide tax advice.

Mr. Troska also holds the Personal Financial Specialist (PFS) credential awarded by the American Institute of Certified Public Accountants (AICPA). The PFS credential is awarded to CPAs who have met extensive work experience and education requirements in the various areas of financial planning and have passed one of several qualifying examinations. PFS professionals must also fulfill continuing education requirements and abide by strict professional and ethical standards. Unlike other financial planning credentials, the PFS credential is granted only to CPAs who are members of the AICPA; thus, the PFS credential is a very exclusive credential within the financial planning industry. Only approximately 1% of all AICPA members hold the PFS credential.

For more information regarding Mr. Troska, click on the following link for a comprehensive outline of his credentials: Curriculum Vitae

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J.E.T. Insurance Services is the DBA name of JET Wealth Management, Inc., a Nevada insurance agency (License #867180).

Mr. Troska's individually-held insurance licenses: Nevada (License #571269); California (License #0G46330); Colorado (License #306508); Minnesota (License #40074543)

Neither Mr. Troska nor his entities offer securities or investment management/advisory services.