MY MISSION STATEMENT
Innovative Strategies, Dedicated Team, Experienced Advice.
Innovative Strategies, Dedicated Team, Experienced Advice.
has celebrated 20 years with Morgan Stanley and manages over half a billion in assets. He began his career in wealth management in 1995 with UBS and was recruited to Morgan Stanley Smith Barney in 1997. With years of investment experience Jeff has achieved many designations and awards.
He has earned the designations of Senior Investment Management Consultant, Portfolio Manager, Family Wealth Advisor and Financial Planning Specialist. Jeff was named to the firms prestigious Presidents Club, an elite group composed of the firm's leading financial advisors. He has also been named in The Financial Times 400 Top Financial Advisors.
He and his dedicated team are passionate about guiding their clients in achieving their vision of continued financial success. He has been qualified by his firm to manage his client’s assets by proper training, experience and commitment to exceptional client service. Jeff has developed and implemented innovative strategies that truly address his individual client’s needs. He believes that client relationships are built on trust and integrity and he strives to exemplify these values daily.
Jeff was born and raised in Southern California and has been a resident of Ventura County for over 16 years. He and his wife Veronica are raising two beautiful children Ashlyn and Ashton. Jeff credits his success to both his work ethic and the love and support of his family. He looks forward to continue working and raising his family in the community.
Securities Agent: AR, AZ, CA, CO, DC, DE, FL, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0B96200
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