Chief Investment Officer
Jeff has over 30 years experience in Investment Management. He began his career with regional brokerage firms and later joined the national firm, Smith Barney. In the early 90's, he sought independence and with a partner, opened his own Broker-Dealer/Registered Investment Advisory. The firm offered full service brokerage and investment management services and was located in downtown Salt Lake City, Utah. In 1997 he opened the Investment Advisory firm now know as Responsible Asset Management. In addition, Jeff is a Principal with NPB Financial Group, LLC. a California based Broker-Dealer/Registered Investment Advisor for which he manages an OSJ Branch Office.
Jeff holds the Series 24, 7, 63, & 65 securities registrations as well as Annuity, Health and Life Insurance licenses. He is a member of the Investment Management Consultants Association (IMCA) and is currently a candidate of the CFA Institutes, Chartered Financial Analyst program.