Jeff launched his career in the financial services industry with MetLife in 2002. Over the past 16 years, he spent half of that time as an Agency Sales Director managing MetLife's Short Hills office. In this role he successfully built and led a unit of high-performing financial services representatives. Jeff stepped out of a formal leadership position into a Financial Advisor role to focus his energy on building his practice but continues to mentor junior associates in the firm. On August 1, 2016, Jeff joined Equity Services Inc, an affiliate of National Life Group to continue to manage his practice.
Professional Qualifications
Licensed to offer Life Insurance & Health Insurance in FL, NJ, NY & PA
Licensed to offer Securities in NJ, NY & PA
Licensed to sell Property & Casualty Insurance in NJ
Registered Representative, Equity Services, Inc. (Series 7)
Investment Advisor Representative, Equity Services, Inc. (Series 65)
LUTCF Designation
Personal
Business Marketing degree from Monmouth University
Resident of Bernardsville, NJ
Husband to wife, Shanna & daughter, Taylor
Hobbies include soccer and jogging
Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.