Jeff Lanscek Email & Phone Number
Senior Wealth Advisor @ Milestone Financial Associates, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Lanscek Location
- Bethlehem, PA, US
Jeff Lanscek Work
- 2022 -now Senior Wealth Advisor @
- 2004 -2021 Finacial Advisor and Senior Portfolio Manager @ Baldrige Asset Management
- 2000 -2003 Pension Analyst-Recon @
- 1998 -2000 Mutual Fund Analyst @
Jeff Lanscek Education
- Lehigh University College of Business
BS (Finance)
1994-1998 - Lehigh University
BS (Finance)
1994-1998
Jeff Lanscek Skills
- Alternative Investments
- Portfolio Management
- Series 63
- Securities
- Investment Strategies
- Investments
- Trading
- Asset Management
- Registered Investment Advisor
- Accounting
- Pensions
- Finance
- Rp
- Asset Allocation
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
Jeff Lanscek Summary
- Jeff Lanscek, based in Bethlehem, PA, US, is currently a Senior Wealth Advisor at Milestone Financial Associates, LLC. Jeff Lanscek brings experience from previous roles at Baldrige Asset Management, Guardian Life Insurance and SEI Investments. Jeff Lanscek holds a 1994 - 1998 BS in Finance @ Lehigh University College of Business. With a robust skill set that includes Alternative Investments, Portfolio Management, Series 63, Securities, Investment Strategies and more. Jeff Lanscek has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeff Lanscek?
Find contact details for 700 million professionals.
Others Named Jeff Lanscek
Jeff Lanscek
Senior Wealth Advisor
Bethlehem, PA, US
Top Milestone Financial Associates, LLC Employees
Jeff Lanscek
Senior Wealth Advisor
Bethlehem, PA, US
Kyle Long
Associate Advisor
Bethlehem, PA, US
Jeffrey Hegedus
Wealth Advisor
Easton, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co