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Jeffery Johnson
Financial Consultant at LPL Financial
Professional Background
Jeffery J. Johnson is a distinguished Financial Consultant at LPL Financial, where he leverages his extensive experience and profound knowledge in the financial services industry to guide clients toward achieving their financial goals. Jeff's career began with an internship at the prestigious Dean Witter in Greenwich, Connecticut, where he worked under one of the top producers. This early exposure to the financial sector ignited his passion for finance, leading him on a path of continuous learning and professional development.
In his pursuit of excellence, Jeff earned an MBA specializing in Finance and International Business from Loyola University's Graduate School of Business, solidifying his foundational knowledge and enhancing his analytical skills. Prior to establishing his practice with LPL Financial, Jeff honed his expertise at Morgan Stanley Smith Barney as a Financial Advisor. During this time, he underwent a comprehensive training program, equipping him with vital skills in investment strategies and client relation management. Jeff's background in corporate finance and management consulting spans over a decade, during which he has cultivated a well-rounded perspective essential for offering competent and reliable financial advice.
Education and Achievements
As an academic foundation for his thriving career, Jeffery J. Johnson has a notable educational background that includes:
- Masters of Business Administration (MBA) in Finance and International Business from Loyola University Chicago's Quinlan School of Business.
- Bachelor of Arts (BA) in International Studies from Fairfield University, which enabled him to understand global financial markets and cultural dimensions of finance.
- An educational experience at Saint Louis University - Madrid Campus, enriching his international perspective on finance and business.
His educational journey has been marked by a commitment to lifelong learning, evidenced not just by his degrees, but by his pursuit of various licenses and certifications in the finance sector, including the Series 7 and 66 licenses offered through LPL Financial. In addition, he holds Life and Health Insurance Licenses, further broadening the scope of services he can offer to his clients.
Professional Experience
Jeffery's career is dotted with notable positions in various esteemed firms, reflecting his versatility and adaptability in the fast-paced financial world. Some key highlights include:
- Financial Consultant at LPL Financial: In his current role, he emphasizes forging strong partnerships with clients, ensuring that their unique financial concerns are met with customized investment strategies.
- Financial Advisor at Morgan Stanley Smith Barney: Here, he completed a rigorous training program, refining his advisory skills and market knowledge.
- Associate - Restructuring, Valuation and Mergers & Acquisitions at Sheridan Road Capital, LLC: In this role, Jeff contributed to the evaluation of corporate finance transactions, participating in critical decision-making processes.
- National Broadcast Negotiator at Grey Worldwide: This unique position allowed him to apply financial acumen in the media sector, demonstrating his versatility beyond traditional financial roles.
- Management Consultant at A.T. Hudson & Co. Inc.: Jeff's consultancy work enabled him to leverage his analytical capabilities, assisting diverse organizations in optimizing their financial strategies.
- Assistant to the Vice President at DEAN WITTER REYNOLDS/ADVEST: This foundational position introduced him to the fundamentals of investment service provision and client relations.
Approach to Financial Consulting
As a dedicated Financial Consultant, Jeff is committed to understanding his clients’ unique financial situations. He places a strong emphasis on personalized service, working collaboratively to create tailored investment programs that align with individual financial objectives and risk appetites. Jeff approaches financial consulting with the belief that financial success is achievable through informed decision-making and strategic planning.
Conclusion
In summary, Jeffery J. Johnson stands out as a committed financial professional with a wealth of experience and an impressive educational background. His journey from Fairfield University to becoming a trusted Financial Consultant at LPL Financial exemplifies his dedication to client success. With a focus on partnership and customized financial strategies, Jeff is passionate about empowering individuals and families to navigate their financial futures with confidence and clarity.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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