Search
Close this search box.

Jeff Katz

Regional Vice President

Jeff Katz

jkatz@merceradvisors.com

818.561.8345

Jeff began his career in the financial services industry in 1979, serving institutional and high-net-worth clients. His past professional experiences include institutional securities sales, fixed income bond trading, and managing the institutional brokerage unit at Union Bank and UnionBanc Investment Services. Jeff graduated from the University of Illinois with a degree in Finance, earned his MBA from Pepperdine University, and holds the FINRA Series 65 License. He is the published author of “Investing in Money Market Securities”.

Beverly Hills

6310 South San Vicente Boulevard
Suite 404
Los Angeles, California 90048

Visit Office

Camarillo

4009 Mission Oaks Boulevard

Camarillo, California 93012

Visit Office

Kahului

33 Lono Avenue
Suite 390
Kahului, Hawaii 96732

Visit Office

Santa Barbara

222 East Carrillo Street
Suite 400
Santa Barbara, California 93101

Visit Office

Woodland Hills

5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367

Visit Office