Investment Advisor Representative @ (January 2008 - November 2017)
Vice President of Client Services @ (January 2008 - June 2013)
Executive Team Leader - Logisitics @ (April 2005 - December 2007)
Jeffrey Hackbarth Education
College for Financial Planning
Certified Financial Planner
2011-2013
Loyola Marymount University
BA
1994-1997
St. Augustine High School 1990-1994
Jeffrey Hackbarth Skills
Investments
Retirement
Tax
Strategic Financial Planning
Estate Planning
Wealth Management
Retirement Planning
Jeffrey Hackbarth Summary
Jeffrey Hackbarth, based in West Covina, CA, US, is currently a Senior Vice President at Trilogy Financial Services. Jeffrey Hackbarth brings experience from previous roles at LPL Financial, National Planning Corporation (NPC), Trilogy Financial Services and Target. Jeffrey Hackbarth holds a 2011 - 2013 Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Investments, Retirement, Tax, Strategic Financial Planning, Estate Planning and more. Jeffrey Hackbarth has 2 emails and 1 mobile phone numbers on RocketReach.
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