Jeff Brandon Email & Phone Number
Senior Wealth Planner @ Smith + Howard Wealth Management, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Brandon Location
- Atlanta, GA, US
Jeff Brandon Work
- Senior Wealth Planner @ (February 2019 - Present)
- Vice President, Wealth Management Client Adviser @ (January 2017 - February 2019)
- Officer, Financial Specialist (Licensed Banker) @ (September 2003 - November 2010)
- Marketing Analyst and Planner, Industrial Engineer @ (March 1997 - January 2001)
- Certified Financial Planner @ Your Wealth Partners (April 2016 - June 2016)
- Vice President, Private Wealth Advisor @ (October 2010 - April 2016)
- Agent, Registered Representative @ (June 2001 - September 2003)
Jeff Brandon Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2013-2015 - Georgia Institute of Technology
Bachelor of Industrial Engineering (BSIE) (Marching Band, Basketball Pep Band, Wesley Foundation)
1991-1997
Jeff Brandon Skills
- Credit
- Investments
- Banking
- Risk Management
- Insurance
- Financial Planning
- Retirement Planning
- Estate Planning
- Trusts
- Financial Analysis
- Series 7
- Series 65
- Strategic Financial Planning
- Consumer Lending
- Wealth Management
- Finance
- Financial Advisory
- Financial Services
- Wealth
- Portfolio Management
- Loans
- Commercial Lending
- Independent Financial Advice
- Wealth Management Services
- IRAs
- Roth IRA
- SEP IRA
- Holistic Financial Planning
- Strategic Financial
Jeff Brandon Summary
- Jeff Brandon, based in Atlanta, GA, US, is currently a Senior Wealth Planner at Smith + Howard Wealth Management, LLC. Jeff Brandon brings experience from previous roles at Fidelity Bank, Wachovia Bank, Milliken & Company and Your Wealth Partners. Jeff Brandon holds a 2013 - 2015 CFP Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Credit, Investments, Banking, Risk Management, Insurance and more. Jeff Brandon has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jeff Brandon?
Find contact details for 700 million professionals.
Others Named Jeff Brandon
Jeff Brandon
Senior Wealth Planner
Atlanta, GA, US
Brandon Zlupko
Vice President
State College, PA, US
Top Smith + Howard Wealth Management, LLC Employees
Jeff Brandon
Senior Wealth Planner
Atlanta, GA, US
Lisa Curles
Portfolio Administrator in Wealth Management
Atlanta, GA, US
Stephanie Roberts
Sr. Client Support Specialist
Atlanta, GA, US
Rob Kaercher
Wealth Manager
Atlanta, GA, US
Julio Barahona
Director Of Operations
Atlanta, GA, US
Tim Agnew
Managing Director
Atlanta, GA, US
Brad Swinsburg
Chief Investment Officer
Atlanta, GA, US
Elijah Hooker
Senior Investment Analyst
Atlanta, GA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co