Regional Consultant for AssetMark Investment Services
Jeff provides business development support and practice management and investment consulting experience to financial advisors operating in Colorado and the Rocky Mountain region.
Jeff has been with AssetMark for more than 15 years. He returned to his Regional Consultant role after serving as National Accounts Manager, responsible for cultivating and implementing strategic relationships with broker-dealers. He also served as the West Division Sales Manager during the firm’s early years. Prior to joining AssetMark, Jeff was a financial advisor with Merrill Lynch.
Jeff holds a BS in Finance from California State University, Northridge, and FINRA Series 7 and 66 registrations. He lives in Denver, where he enjoys spending time with his wife and two sons. Jeff’s hobbies include hiking, music and wine. He recently earned his certification as a Sommelier from the Court of Masters
*Jeff is not an employee of Cetera Advisors LLC.