Jeff applies his more than 36 years of experience in the financial services industry to carefully monitoring and reviewing client investments, researching new investment opportunities and conducting educational seminars and webinars.
“By nature, I am a caretaker, I take care of people. This is exactly what I do for my clients as well, and it goes way beyond just their investments,” said Jeff. “I enjoy working with people and I have a good head for finance. We have the opportunity to have a significant positive impact on other people’s lives. This truly is the greatest reward of being in this business.”
Jeff has a simple, straightforward approach to investing, utilizing a diversified portfolio of 25 to 30 individual stocks designed to meet his clients’ financial objectives. He follows a specific strategy to determine what investments his clients own and when to buy or sell. “I do not ‘trade’ my clients’ accounts, which I believe is actually speculation rather than investing, and I do not try to time the market,” Jeff said.
Jeff joined Raymond James in June 2020. Previous positions he has held include vice president/investments at UBS Financial Services, vice president/investment advisor at Wedbush Securities, vice president/financial advisor at A.G. Edwards & Sons, and assistant vice president/account executive at Merrill Lynch.Earlier in his career, he was a loan officer at Guild Mortgage/Cal Coast Mortgage and First Interstate Bank. He earned degrees in business administration from Northern Arizona University and Santa Barbara City College. He is a past board member of the Santa Barbara Symphony Endowment, Santa Barbara Christian School and the Page Youth Center.
Jeff was born in Tucson, Arizona; raised in Carpinteria, California; and today lives in Santa Barbara with his wife, Jennifer. They have three children, Vivian, John and Jeff, Jr. In his free time, Jeff enjoys bowling, the beach, gardening and reading.
Raymond James is not affiliated with the above organizations and/or charitable causes.