Associate Wealth Advisor
Jeff began his career in the financial industry in 2014. His experience of managing client portfolios and trading equity and fixed income products in Investment Operations for Mercer Advisors for three years and obtaining his Certified Financial PlannerTM certification was a catalyst for him to transition into client services. Jeff graduated from the University of California, Santa Barbara. Prior to joining Mercer Advisors, he served as a firefighter and managed investment portfolios for a small group of friends and family. Jeff also holds the FINRA Series 65 license.