Jeff Mathis

Jeff Mathis Email and Phone Number

Investment Professional | I Plant, Protect, and Preserve Legacies @ Next Financial
houston, texas, united states
Jeff Mathis's Location
Fayetteville, Tennessee, United States, United States
Jeff Mathis's Contact Details

Jeff Mathis personal email

n/a
About Jeff Mathis

Jeff Mathis is a Investment Professional | I Plant, Protect, and Preserve Legacies at Next Financial. He possess expertise in retirement, retirement planning, finance, financial planning, iras and 35 more skills. Colleagues describe him as "Jeff is one of the most dynamic individuals with whom I've had the pleasure of working at NEXT. He is always ready and willing to travel to meet prospective reps, and he is continually developing new programs and resources to improve recruitment and to make the transition of new reps into his division as smooth as possible. His expertise and energy is an incredible asset to both the reps in his division and the staff of the business development office."

Jeff Mathis's Current Company Details
Next Financial

Next Financial

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Investment Professional | I Plant, Protect, and Preserve Legacies
houston, texas, united states
Website:
nextfinancial.com
Employees:
209
Jeff Mathis Work Experience Details
  • Southern Heritage Financial Group
    Investment Professional
    Southern Heritage Financial Group Nov 2007 - Present
    Fayetteville, Tennessee
    At Southern Heritage Financial Group our goal is to plant the seeds of retirement, provide income through retirement, and protect your legacy for your family.
  • Next Financial
    Division Manager
    Next Financial Nov 2007 - Present
    Huntsville, Alabama Area
    Recruiting of growth-oriented financial advisors.Assisting in transition to Broker Dealer, NEXT Financial. Helping advisors remain compliant with current regulations.Partnering to build advisor business with innovated processes.
    View
  • Edward Jones
    Financial Planner
    Edward Jones Sep 1999 - Nov 2007
    Fayetteville, Tennessee
    View
  • Ge Appliances
    Area Sales Manager
    Ge Appliances Feb 1994 - Sep 1999
    Dickson, Tn
  • Amana Refrigeration
    Territory Marketing Manager
    Amana Refrigeration Feb 1987 - Feb 1994
    Tallahassee, Florida Area

Jeff Mathis Skills

Retirement Retirement Planning Finance Financial Planning Iras Financial Advisory Investment Strategies Fixed Annuities Marketing 401k Estate Planning Business Development Investments Public Speaking Wealth Management Sales Management Recruiting Sales Team Leadership Mutual Funds Management Consulting Series 7 Investment Advisory Broadcast Series 63 401 Retirement Savings Plans Singing Retirement Income Strategies Insurance Strategic Financial Planning Financial Services Wealth Financial Planners Securities Asset Management Small Business Portfolio Management Life Insurance Wealth Accumulation Asset Allocation

Jeff Mathis Education Details

Frequently Asked Questions about Jeff Mathis

What company does Jeff Mathis work for?

Jeff Mathis works for Next Financial

What is Jeff Mathis's role at the current company?

Jeff Mathis's current role is Investment Professional | I Plant, Protect, and Preserve Legacies.

What is Jeff Mathis's email address?

Jeff Mathis's email address is jm****@****ial.com

What schools did Jeff Mathis attend?

Jeff Mathis attended Middle Tennessee State University, Florida College, Lincoln County High School.

What skills is Jeff Mathis known for?

Jeff Mathis has skills like Retirement, Retirement Planning, Finance, Financial Planning, Iras, Financial Advisory, Investment Strategies, Fixed Annuities, Marketing, 401k, Estate Planning, Business Development.

Who are Jeff Mathis's colleagues?

Jeff Mathis's colleagues are Diana Harrison, Nancy Schneider, Bill Cross, Christopher Buchanan, Pam Burger, Kelli Stewart, Lynn Chen.

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