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Financial Representative

JEFFJR@JMGWEALTH.COM

 

  • 3 years of experience in the financial services industry
  • A., Economics, Bucknell University
  • Professional Licenses
    • Series 7, 63, 65 registrations
    • Life, Accident, and Health Insurance License
  • Referred to in the office as "Junior," he works closely with his Father (Jeff, Sr.) as the JMG Wealth Management, Inc. Portfolio Analyst.

Jeff began his career with The Hartford Funds as an Internal Advisor Consultant (IAC) where he worked for two years. As an IAC, he was responsible for all mutual fund sales in Tennessee, Alabama, Mississippi, and the Florida Panhandle.

Jeff attended and graduated from Bucknell University in 2014 with a Bachelor of Arts in Economics.

At Bucknell University, in addition to making Dean's List academically, he was Captain of the varsity football team and 3 time special teams MVP. He was elected by the head coach to represent football on the Student Athlete Advisory Committee. He was honored with the football program's leadership award as a senior. During his high school years, he played football, baseball, and hockey. In football, he earned 1st team All-State as a senior captain. In addition to his All-State award, he was recognized as the Mid-Penn player of the year with a .540 batting average in baseball.

Presently, Jeff Jr. lives in Harrisburg, PA and enjoys the outdoors, golf, traveling, and spending time with family and friends.