Qualifications

Jeff has been a financial advisor since 1998. Prior to joining Steward Partners Investment Solutions (formerly Umpqua Investments) in 2009, Jeff was a Second Vice President of Wealth Management with Smith Barney in Portland, Oregon, where he held the designation of Financial Planning Specialist (FPS) and Senior Investment Management Specialist (SIMS).

Jeff currently holds the designation of Certified Wealth Strategist and acts as Managing Director, Wealth Manager with Steward Partners Investment Solutions.   

Jeff graduated from the University of Oregon in 1989 with a degree in Finance and International Business. He maintains his FINRA Series 7, 63 & 65 as well as his life, health and insurance license. Jeff is securities licensed in OR, WA, ID, HI, KY, NY, UT, NM, AK, AZ, CO, NV, OH, PA, TX, GA, WI and CA (Lic#0C82839).

Jeff is active in the community serving as a board member of the Lakewood Center for the Arts.