Jeffery Fong
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Jeffery Fong Email & Phone Number

Principal - Concentrum Wealth Management at Concentrum Wealth Management
Location: San Jose, California, United States 5 work roles 1 school
1 work email found @concentrumwealth.com 4 phones found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@concentrumwealth.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Concentrum Wealth Management
Role
Principal - Concentrum Wealth Management
Location
San Jose, California, United States
Company size
6 employees

Who is Jeffery Fong? Overview

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Quick answer

Jeffery Fong is listed as Principal - Concentrum Wealth Management at Concentrum Wealth Management, a with 6 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at concentrumwealth.com, phone signal with area code 408, and a matched LinkedIn profile for Jeffery Fong.

Jeffery Fong previously worked as Principal at Concentrum Wealth Management and The Fong Financial Group at Raymond James. Jeffery Fong holds Bs, Finance And Banking from University Of Arkansas.

Company email context

Email format at Concentrum Wealth Management

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{first}.{last}@concentrumwealth.com
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AeroLeads found 1 current-domain work email signal for Jeffery Fong. Compare company email patterns before reaching out.

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Profile bio

About Jeffery Fong

Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multi-dimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy.As your financial advisor, Jeffery will coordinate the financial planning process for you. He will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. Specialties: Comprehensive Financial Planning, Private Wealth Management, Retirement Plans for Business Owners, Business Succession Planning, Account AggregationCertified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management Services, Investments, and 36 others.

Current workplace

Jeffery Fong's current company

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Concentrum Wealth Management
Concentrum Wealth Management
Principal - Concentrum Wealth Management
353 Piercy Road, San Jose,CA 95138,United States
Website
concentrumwealth.com
Employees
6
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5 roles

Jeffery Fong work experience

A career timeline built from the work history available for this profile.

Principal

Current
Concentrum Wealth Management

Concentrum Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This LinkedIn page is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management, LLC unless a client service agreement is in place.

Apr 2013 - Present

The Fong Financial Group

Raymond James

Certified Financial Planner (TM)

Mar 2009 - Apr 2013

Senior Vp Investments

A.G. Edwards

Us

Managing Partner-The Fong Financial GroupCertified Financial Planner(TM)

Apr 2006 - Mar 2009

Senior Vp Investments

Smith Barney

New York, Ny, Us

Managing Partner - The Fong Financial GroupPrivate Wealth Management

Feb 2001 - Apr 2006

Senior Vp Investments

A.G. Edwards

Us

Managing Partner - The Fong Financial GroupPrivate Weatlth ManagementExecutive Financial Services -Managing concentrated stock positions, helping with diversification and tax planning

Oct 1996 - Feb 2001
1 education record

Jeffery Fong education

  • University Of Arkansas
    University Of Arkansas
    Finance And Banking
FAQ

Frequently asked questions about Jeffery Fong

Quick answers generated from the profile data available on this page.

What company does Jeffery Fong work for?

Jeffery Fong works for Concentrum Wealth Management.

What is Jeffery Fong's role at Concentrum Wealth Management?

Jeffery Fong is listed as Principal - Concentrum Wealth Management at Concentrum Wealth Management.

What is Jeffery Fong's email address?

AeroLeads has found 1 work email signal at @concentrumwealth.com for Jeffery Fong at Concentrum Wealth Management.

What is Jeffery Fong's phone number?

AeroLeads has found 4 phone signal(s) with area code 408 for Jeffery Fong at Concentrum Wealth Management.

Where is Jeffery Fong based?

Jeffery Fong is based in San Jose, California, United States while working with Concentrum Wealth Management.

What companies has Jeffery Fong worked for?

Jeffery Fong has worked for Concentrum Wealth Management, Raymond James, A.G. Edwards, and Smith Barney.

Who are Jeffery Fong's colleagues at Concentrum Wealth Management?

Jeffery Fong's colleagues at Concentrum Wealth Management include Lance Pieper, Cfp®.

How can I contact Jeffery Fong?

You can use AeroLeads to view verified contact signals for Jeffery Fong at Concentrum Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jeffery Fong attend?

Jeffery Fong holds Bs, Finance And Banking from University Of Arkansas.

What skills is Jeffery Fong known for?

Jeffery Fong is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management Services, Investments, Portfolio Management, Financial Advisory, Finance, and Investment Advisory.

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