Prior to joining Patriot in 2011, Jeff worked for a short time as a broker for a large life insurance company’s investment subsidiary. In that capacity, Jeff successfully passed the FINRA Series 7 and 66 as well as the Tennessee state insurance exams. Jeff quickly realized the conflicts inherent with commission-based insurance and investment products were not for him. Jeff is proud to be a part of the Patriot team. Patriot’s fee-only compensation model allows its financial advisor to focus solely on the client’s needs and eliminates any potential conflicts of interest associated with traditional brokerage commission structures. In addition, Patriot ha