Jeff began his career in the financial services industry in 1988. With over 35 years of experience, he has extensive knowledge of retirement and investment planning. Since 1990, he has worked with public education employees and their families. 

Jeff joined Kades Margolis in 2005 as a financial professional servicing the Bucks County area. He continues to do so with his son and business partner, Jeffrey Jr.  Additionally, Jeff is the Business Development Manager for Kades Margolis.  His primary focus is assisting in developing and growing Kades-Margolis financial professionals throughout Pennsylvania.

He is a Financial Advisor of GWN Securities, Inc.,  licensed to offer mutual funds, stocks, bonds, managed advisory services, and variable annuities. In addition, Jeff is a licensed insurance agent offering life and long-term care insurance planning solutions.

Jeff graduated from the University of Pennsylvania’s Wharton School of Business. He and his wife, Lisa, have two children, Jeffrey Jr. and Gina. His interests include sports, travel, and spending time with his extended family.