AeroLeads people directory · profile
Jeff Spears Email & Phone Number
Business Coach
at
Self-employed
1 work email found
@fortpointcap.com
3 phones found area 415
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Self-employed
Role
Business Coach
Location
Dallas, Texas, United States
Who is Jeff Spears? Overview
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Quick answer
Jeff Spears is listed as Business Coach at Self-employed, based in Dallas, Texas, United States. AeroLeads shows a work email signal at fortpointcap.com, phone signal with area code 415, and a matched LinkedIn profile for Jeff Spears.
Jeff Spears previously worked as RIA Strategic Advisor at Self-Employed and Advisor and CCO at Burford Brothers Inc. Jeff Spears holds Bachelor Of Business Administration - Bba, Finance And Economics from Baylor University.
Company email context
Email format at Self-employed
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*@fortpointcap.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeff Spears. Compare company email patterns before reaching out.
Profile bio
About Jeff Spears
Financial Services professional with experience as a business manager and a practitioner in private client wealth management.Specialties: Business management and recruiting.CRD #1696473
Listed skills include Wealth Management, Alternative Investments, Asset Management, Wealth Management Services, and 33 others.
Current workplace
Jeff Spears's current company
Company context helps verify the profile and gives searchers a useful next step.
Self-Employed
12 roles · 35 years
Jeff Spears work experience
A career timeline built from the work history available for this profile.
Business Coach
Current
Self-Employed
Nov 2021 - Present
Ria Strategic Advisor
Self-Employed
Jul 2020 - Nov 2021
Advisor And Cco
Jan 2020 - Jul 2020
Ria Consultant
Self-Employed
Feb 2019 - Jan 2020
Sales Representative
Nov 2018 - Feb 2019
Managing Director
Nov 2017 - Jul 2018
Ceo
Sanctuary Wealth Services
I identify and help earnest wealth advisors pursue their dreams.
Mar 2009 - May 2017
Managing Director
Partner of Presidio Financial Partners, responsible for the firm’s wealth management business from 2004 to 2007. During that period, wealth management assets grew from $400 million to more than $3 billion
2004 - 2007
~3 yrs
National Sales Manager
Responsible for the integration of Montgomery Securities’ Private Client Group into the Private Bank
2003 - 2004
~1 yr
Head Of Department
Montgomery Securities
Mar 1995 - Nov 2003
1992 - 1995
~3 yrs
1 education record
Jeff Spears education
-
Baylor University
FAQ
Frequently asked questions about Jeff Spears
Quick answers generated from the profile data available on this page.
What company does Jeff Spears work for?
Jeff Spears works for Self-employed.
What is Jeff Spears's role at Self-employed?
Jeff Spears is listed as Business Coach at Self-employed.
What is Jeff Spears's email address?
AeroLeads has found 1 work email signal at @fortpointcap.com for Jeff Spears at Self-employed.
What is Jeff Spears's phone number?
AeroLeads has found 3 phone signal(s) with area code 415 for Jeff Spears at Self-employed.
Where is Jeff Spears based?
Jeff Spears is based in Dallas, Texas, United States while working with Self-employed.
What companies has Jeff Spears worked for?
Jeff Spears has worked for Self-Employed, Burford Brothers Inc, Optimal Asset Management, Inc, Fort Point Capital Partners, and Sanctuary Wealth Services.
How can I contact Jeff Spears?
You can use AeroLeads to view verified contact signals for Jeff Spears at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Jeff Spears attend?
Jeff Spears holds Bachelor Of Business Administration - Bba, Finance And Economics from Baylor University.
What skills is Jeff Spears known for?
Jeff Spears is listed with skills including Wealth Management, Alternative Investments, Asset Management, Wealth Management Services, Hedge Funds, Investments, Financial Advisory, and Financial Services.
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