2023 -
now Financial Advisor, OSAIC Wealth. Inc. @ Osaic
2007 -
2023 Financial Advisor @ SagePoint Financial, Inc.
2004 -
2007 Financial Advisor @ HRBFA
2002 -
2003 Investment Representative @ Edward Jones
1999 -
2002 Graphic Artist @ SicolaMartin
1995 -
1998 Graphic Artist and Typographer @ Colle & McVoy
Jeff Brecht Education
California State University-Northridge
BA
1984
-
1990
Adolfo Camarillo High School 1983
-
1984
Roncalli High School 1981
-
1983
Jeff Brecht Skills
FINRA
Graphics
Financial Advisory
Insurance
Mutual Funds
529 Plans
Adobe Creative Suite
Fixed Annuities
Risk Management
Retirement Planning
Leadership
Securities
401k
Strategic Financial Planning
IRAs
Bonds
Financial Services
Portfolio Management
Investments
Small Business
Customer Service
Stocks
Management
Finance
Long Term Care Insurance
Jeff Brecht Summary
Jeff Brecht, based in Round Rock, TX, US, is currently a Financial Advisor, OSAIC Wealth. Inc. at Osaic. Jeff Brecht brings experience from previous roles at SagePoint Financial, Inc., HRBFA, Edward Jones and SicolaMartin. Jeff Brecht holds a 1984 - 1990 BA @ California State University-Northridge. With a robust skill set that includes FINRA, Graphics, Financial Advisory, Insurance, Mutual Funds and more. Jeff Brecht has 2 emails and 2 mobile phone numbers on RocketReach.
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