• 27 years of experience in the financial services industry
• B.A., Economics, University of Pennsylvania
• Executive course studies:
  • The Wharton School of Finance of the University of Pennsylvania
  • Yale University, The Yale School of Management
  • UCLA, John E. Anderson Graduate School of Management
  • Massachusetts Institute of Technology, MIT Sloan School of Management
  • Wharton School and Pennsylvania State University
  • Guest Lecturer at The Wharton School of the University of Pennsylvania and PSU
• Professional Licenses:
  • Series 6, 7, 63, and 65 registrations (Registered in 26 states)

Founder and President of JMG Wealth Management Group, Jeff has comprehensive experience as an independent investment and financial consultant. Under his leadership, JMG has grown into one of the most respected wealth management/financial services companies in the region, servicing clients in 26 states and numerous countries abroad.

A well-regarded and popular speaker, Jeff has addressed various audiences on topics in his field, and he has appeared as a guest lecturer at The Wharton School of the University of Pennsylvania and the Pennsylvania State University. In addition, he is frequently called upon by his peers to participate in educational meetings tailored to non-profit corporation audiences and investment clients to discuss investment and financial subjects and best business practices.

Jeff was awarded a B.A. in Economics from the University of Pennsylvania in 1986. In 1985, Jeff was Captain of the Ivy League Champion Penn Quakers and led them to their fourth straight Ivy League Football Championship. He received numerous awards and was unanimously elected All Ivy League, All East Coast Athletic Conference and Honorable Mention All-American. Jeff also was an accomplished hammer thrower at Penn achieving four varsity letters in track and field.

Jeff is an active member of the community and participates in numerous organizations including the Harrisburg Chamber of Commerce, a board member of the University of Pennsylvania football club, a member of the Penn Friars Senior Society and the Penn Institute for Economic Research. He is an avid golfer and is very involved with fundraising causes benefiting Cocoa Packs, Inc. in Hershey.

Jeff is a longtime resident of Dillsburg along with his wife of 32 years, Mickey, where they raised three children: Jeff, Jr., Jack and Katie.