Jeff Mathis
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Jeff Mathis Email & Phone Number

Investment Professional at Next Financial
Location: Fayetteville, Tennessee, United States 5 work roles 3 schools
1 work email found @nextfinancial.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@nextfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Investment Professional
Location
Fayetteville, Tennessee, United States
Company size

Who is Jeff Mathis? Overview

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Quick answer

Jeff Mathis is listed as Investment Professional at Next Financial, a with 209 employees, based in Fayetteville, Tennessee, United States. AeroLeads shows a work email signal at nextfinancial.com and a matched LinkedIn profile for Jeff Mathis.

Jeff Mathis previously worked as Investment Professional at Southern Heritage Financial Group and Division Manager at Next Financial. Jeff Mathis holds Business, Finance from Middle Tennessee State University.

Company email context

Email format at Next Financial

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{first_initial}{last}@nextfinancial.com
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AeroLeads found 1 current-domain work email signal for Jeff Mathis. Compare company email patterns before reaching out.

Profile bio

About Jeff Mathis

Jeff Mathis is a Investment Professional 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."

Listed skills include Retirement, Retirement Planning, Finance, Financial Planning, and 36 others.

Current workplace

Jeff Mathis's current company

Company context helps verify the profile and gives searchers a useful next step.

Next Financial
Next Financial
Investment Professional
houston, texas, united states
Employees
209
AeroLeads page
5 roles

Jeff Mathis work experience

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

Investment Professional

Current
Southern Heritage Financial Group

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.

Nov 2007 - Present

Division Manager

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.

Financial Planner

Fayetteville, Tennessee

Sep 1999 - Nov 2007

Area Sales Manager

Ge Appliances

Dickson, Tn

Feb 1994 - Sep 1999

Territory Marketing Manager

Amana Refrigeration

Tallahassee, Florida Area

Feb 1987 - Feb 1994
Team & coworkers

Colleagues at Next Financial

Other employees you can reach at nextfinancial.com. View company contacts for 209 employees →

3 education records

Jeff Mathis education

Associate'S Degree, General Studies

Florida College

Education record

Lincoln County High School
FAQ

Frequently asked questions about Jeff Mathis

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

What company does Jeff Mathis work for?

Jeff Mathis works for Next Financial.

What is Jeff Mathis's role at Next Financial?

Jeff Mathis is listed as Investment Professional at Next Financial.

What is Jeff Mathis's email address?

AeroLeads has found 1 work email signal at @nextfinancial.com for Jeff Mathis at Next Financial.

Where is Jeff Mathis based?

Jeff Mathis is based in Fayetteville, Tennessee, United States while working with Next Financial.

What companies has Jeff Mathis worked for?

Jeff Mathis has worked for Southern Heritage Financial Group, Next Financial, Edward Jones, Ge Appliances, and Amana Refrigeration.

Who are Jeff Mathis's colleagues at Next Financial?

Jeff Mathis's colleagues at Next Financial include Chelsea J.H. Brown, Cfp®, Chfc®, Clu®, Frank M. Esposito, Clu, Chfc, Jennifer Moore, Barry Lang, and Bill King.

How can I contact Jeff Mathis?

You can use AeroLeads to view verified contact signals for Jeff Mathis at Next Financial, including work email, phone, and LinkedIn data when available.

What schools did Jeff Mathis attend?

Jeff Mathis holds Business, Finance from Middle Tennessee State University.

What skills is Jeff Mathis known for?

Jeff Mathis is listed with skills including Retirement, Retirement Planning, Finance, Financial Planning, Iras, Financial Advisory, Investment Strategies, and Fixed Annuities.

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