Jeff Mramor Email & Phone Number

Jeff began his financial services career in 2000 as a Financial Advisor with Morgan Stanley Dean Witter. In 2005, he joined Smith Barney to accept a position as a Second Vice President and Financial Planning Specialist before moving his financial practice to Wells Fargo Advisors in Woodland Hills. In addition to applicable securities registrations, Jeff is a Certified Retirement Counselor® and has earned a Bachelor’s degree in Finance from California State University Northridge.As an active member of the local community for nearly 10 years, Jeff is currently involved with the Surfrider Foundation. Away from the office, he enjoys surfing, basketball and golf. He and his wife live in Simi Valley with their three children, Jacksen, Justice and Devin.In Woodland Hills, California, Pacific Point Asset Management is an independent, wealth management practice established to provide personalized and comprehensive financial advice, through a transparent and independent approach that is we believe is unique to the industry. Clients receive personalized strategic guidance in all aspects of their financial lives so that they can better meet their needs for both today and the future. Pacific Point Asset Management works with clients as a partnership in order to customize a personalized plan for managing their investments and finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Pacific Point Asset Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Pacific Point Asset Management and Kestra IS are not affiliated.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Private Wealth Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.

Listed skills include Financial Advisor, Retirement Income Planning, Portfolio Construction, Portfolio Analysis, and 14 others.