May 5, 2026
#292 - Research and Reporting with YCharts’ Jeff Juracka

Our guest on today’s episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff
has been building and leading his team at YCharts for the past six years. He’s a graduate
of Loyola University of Chicago and is a former rugby player, who also studied
- YCharts was founded in 2009 to democratize investment research. They are an all-in-one
platform for investment research and client communication, with tools that are easy to
use, and data that is reliable and timely.
They discuss:
-The current state of FinTech
-Why visual presentations matter
-Charts advisors gravitate towards
Contact YCharts: https://ycharts.com/







