Senior Advanced Planning Consultant
Jeff Bjornson is a senior Advanced Planning consultant in the Advanced Planning group for Cetera Financial Group, a leading network of independent broker-dealer firms. Cetera is the second largest independent financial advisor network in the nation by the number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Jeff is responsible for providing advice and support to Wharton Investment Consultants on numerous complex financial planning subjects. His range of expertise includes areas such as retirement and education saving strategies, charitable giving planning issues, estate planning and wealth transfer, and tax issues, to name a few.
Prior to joining Cetera, he led the Financial Planning and Alternative Investments team with HD Vest Financial Services and worked as the Vice President of Operations and Technology for an RIA in St. Louis, MO. Jeff has been in the financial industry for over 24 years.
Jeff Bjornson obtained his BBA in Banking and Finance from Mississippi State University and his MS in Data Analytics from Maryville University. He has been a CFP® professional since 2003 and holds the CLU® designation. He holds Series 7 and 66 securities registrations, as well as Missouri Insurance license.
Jeff Bjornson is an employee of Cetera Financial Group, not of Portfolio Advisory Associates.