Jack Root

Connect with Jack:

Jack Root joined Strategic Wealth Partners as an Associate Financial Advisor after graduating from John Carroll University, where he earned valuable hands-on experience managing a $500,000 investment portfolio through the university’s student-managed fund. In his role, Jack supports senior advisors by preparing meeting notes, conducting in-depth research, and helping manage day-to-day operations—all with a focus on delivering thoughtful, customized financial strategies for clients.

With prior experience at Cleveland Clinic and Sherwin-Williams, Jack brings a strong foundation in financial modeling, forecasting, and valuation. His time with the Cleveland Clinic’s mergers and acquisitions team sharpened his analytical skills, while his co-op at Sherwin-Williams gave him practical insight into vendor relations and revenue growth analysis.

Jack’s ability to listen attentively, break down complex financial concepts, and stay relentlessly curious makes him a valuable asset to both clients and colleagues. His diligence and passion for learning drive him to go the extra mile—whether that means researching a financial plan in detail or taking on new challenges to expand his expertise.

Driven by a genuine desire to help people reach their financial goals, Jack is most energized by the impact his work can have on clients’ lives. He was drawn to Strategic Wealth Partners for its fast-paced, growth-minded culture—and he thrives in an environment where continual improvement is the standard.

Originally from Hudson, Ohio, Jack is a lifelong runner and avid golfer. He competed in track and cross-country all four years of college and still enjoys hitting the course or the trails in his free time.