I have been advising clients on business and tax matters for many years. I focus on financial, wealth, retirement, estate, and tax planning. Prior to becoming securities licensed, I was a partner in the Los Angeles CPA firm of Kelson, Rood, Stoll, and Winkler. I hold a bachelors degree (with honors) in accounting from Winona State College (MN). To keep up with new developments, I attend many conferences and technical courses during the year to maintain the various licenses. I am also a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
FINRA Registrations: Series 7, Series 63, Series 66
Insurance Licenses: Life Insurance, Health Insurance
State of California License #0D10394
Designations: CPA, Certified Financial Planner ™
Jeff resides with his wife, Joyce, in Marina Del Rey, CA and at a vacation home in Indio, CA. They have an adult son, Jason. Jeff enjoys the pursuit of knowledge, is a history buff, swims a lot, and on occasion can be seen carrying a power tool.
Research Team
The Cetera Research team is available to you on an exclusive basis through my affiliation. The link below will let you meet the team and describe the resources they provide to help you pursue your investment goals.
About Cetera® Investment Management
Thought Leadership
Cetera Investment Management provides investment expertise in the form of tools and insights that can help your advisor deliver advice that best meets your needs, including:
• In-depth market perspectives
• Timely economic insights
• Asset allocation guidance
• Money manager recommendations
• Model portfolios
• Performance monitoring tools
Learn More
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About Cetera® Investment Management
Cetera Investment Management LLC is an SEC Registered Investment Adviser owned by Cetera Financial Group®. It provides market perspectives, portfolio guidance and other investment advice to its affiliated broker-dealers, dually registered broker-dealers, and Registered Investment Advisers. For more information, please reference the Cetera Investment Management LLC Form ADV disclosure brochure.