Jeffery Acheson Email & Phone Number
Chief Business Development Officer @ Independent Financial Partners (IFP)
Jeffery Acheson's Location
Powell, OH, US
Jeffery Acheson's Work
- Chief Business Development Officer @ Independent Financial Partners (IFP)
- Divisional President of IFP Plan Advisors @ Independent Financial Partners (IFP)
- Certified Private Wealth Advisor® @ Advanced Strategies Group, LLC
- Managing Partner - Advisory Services @ Corporate and Endowment Solutions, Inc.
- Partner @ Schneider Downs
- Area Manager @ American General Securities Incorporated
- Registered Representative and OSJ @ Franklin Financial Services Corporation/American General Securities Inc.
Jeffery Acheson's Education
- University of Chicago Booth School of Business
Certificate (IMCA® Certified Private Wealth Advisor® Education Program)
2016 - 2016 - The Ohio State University Fisher College of Business
Certificate (Financial Planning)
2013 - 2013 - The Defiance College
Bachelors (Business Administration and Business Education)
1975 - 1979
- Celina Senior High School1972 - 1975
Jeffery Acheson's Skills
- Executive Benefits Planning
- Estate Planning Strategies
- Executive Benefits
- Tax Efficient Investing
- Financial Planning Iar
- Strategy
- Investment Advisory Services
- Retirement Planning
- Wealth Management
- 401k Distribution
Jeffery Acheson's Summary
Jeffery Acheson, based in Powell, OH, US, is currently a Chief Business Development Officer at Independent Financial Partners (IFP), bringing experience from previous roles at Independent Financial Partners (IFP), Advanced Strategies Group, LLC, Corporate and Endowment Solutions, Inc. and Schneider Downs. Jeffery Acheson holds a 2016 - 2016 Certificate in IMCA® Certified Private Wealth Advisor® Education Program @ University of Chicago Booth School of Business. With a robust skill set that includes Executive Benefits Planning, Estate Planning Strategies, Executive Benefits, Tax Efficient Investing, Financial Planning Iar and more, Jeffery Acheson contributes valuable insights to the industry. Jeffery Acheson has 3 emails and 1 mobile phone number on RocketReach.
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