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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

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Woodland Hills

5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367

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