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John Susin


With over a decade of experience in the Financial Service industry, Jack has developed a strong belief in forming deep roots with his clients.

He began his career in 2005 as an intern at Merrill Lynch, leading to full time employment as a Financial Advisor.

He transitioned to Morgan Stanley where he formed an asset management team and acted as a Financial Advisor until 2012 when he formed JMS Capital.

In 2016, he founded Red Oak Capital Management and registered as an RIA,

Jack graduated from Augustana College with Honors, majoring in Economics and Marketing. He currently holds his series 65-Uniform Registered Investment Advisor Law Exam registration.

Check the background of this investment professional on FINRA's BrokerCheck. (

Important Disclosures

Red Oak Capital Management is a registered investment advisor (RIA) with the Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or expertise.


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