Jeff Speight's Location
Cypress, TX, US
Jeff Speight's Work
- Senior Wealth Advisor @ Tanglewood Total Wealth Management
- Co-owner @ Comfort Keepers
- Regional Sales Vice President @ Axos Advisor Services
- Business Development Officer @ Schwab Advisor Services
- Project Manager, Conversion Services @ Schwab Advisor Services
- Supervisor, Service Team @ Schwab Advisor Services
- Financial Advisor @ Mercantile Investments/Firstar Investments
- Business Owner @ Audio MasterWorks
- Financial representative, branch @ Fidelity Investments
- Brokerage Trader @ Fidelity Investments
Jeff Speight's Education
- University of Tulsa
BSBA (Finance)
1983 - 1988 - University of St. Thomas (TX)
Master's Degree (Masters of Arts Pastoral Studies)
2011 - 2014 - United States Naval Academy1984 - 1984
- Mountain Home High School, Mountain Home, Arkansas1980 - 1983
Jeff Speight's Skills
- Certified Financial Planner
- ETFs
- Project Management
- Trading
- Investment Advisory
- Mutual Funds
- Trust Services
- ChFC
- Leadership
- Asset Allocation
Jeff Speight's Summary
Jeff Speight, based in Cypress, TX, US, is currently a Senior Wealth Advisor at Tanglewood Total Wealth Management, bringing experience from previous roles at Salt and Light Senior Care, Inc. DBA Comfort Keepers, Trust Company of America and Schwab Advisor Services. Jeff Speight holds a 1983 - 1988 BSBA in Finance @ University of Tulsa. With a robust skill set that includes Certified Financial Planner, ETFs, Project Management, Trading, Investment Advisory and more, Jeff Speight contributes valuable insights to the industry. Jeff Speight has 3 emails and 1 mobile phone number on RocketReach.
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