Jeff is the President/CEO of PFG Private Wealth Management, LLC. Jeff is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios. Jeff is a graduate of Wake Forest University where he received a Bachelor’s degree in Economics. His professional designations include Certified Investment Management Analyst® (CIMA®), Accredited Investment Fiduciary® (AIF®), Certified Fund Specialist (CFS®) and Board Certified in Securities (BCS). Jeff has obtained a passing score for the General Securities Representative (Series 7) exam, Investment Company and Variable Contracts Products Representative (Series 6) exam, General Secur