Jeff joined Kades-Margolis Corporation in 2005. His practice focuses on retirement planning, with special emphasis on 403(b) plans. He has extensive experience working with educators and school district employees. He educates them about the state pension system. Jeff has also worked with small businesses and other non-profit organizations in the areas of 401(k), pension and IRAs, enabling him to manage and service both individual and corporate accounts.
Jeff began his career in the financial services industry in 1988. While with his prior firm, Jeff served two years on their field advisory board. He also was chosen as a presenter and lecturer on mutual funds analysis during its national training conference in 1999.
Jeff is a Registered Representative of GWN Securities, Inc., an independent registered broker dealer. He is also a licensed life and health insurance agent in Pennsylvania and New Jersey.
Jeff is a graduate of the University of Pennsylvania’s Wharton School.
Jeff and his wife, Lisa, have two children, Jeffrey and Gina. Jeff’s interests are in sports, travel and spending time with his family.
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