Based out of our Newport Beach location, Jeff plays a crucial role as a member of the leadership team at Pence Financial Group. His expertise lies in process improvement and optimization of operational efficiencies. Jeff specializes in operations, mergers/acquisitions, and onboarding and demonstrates a steadfast commitment to elevating the overall client experience and establishing the groundwork for a flourishing and successful firm.

Jeff joined the team in 2021, bringing nearly a decade of experience from his tenure at the LPL Financial home office in San Diego. He holds a bachelor’s degree from San Diego State University and an accounting certificate from the University of San Diego, as well as the Series 7 and 66 securities registrations through LPL Financial.

Beyond his professional pursuits, Jeff enjoys spending quality time with family, exploring new destinations, indulging in culinary adventures, and staying active through running with his dog, hiking, and working out.

Explore Jeff’s professional background on BrokerCheck:   https://brokercheck.finra.org/individual/summary/6235945