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Together with my brother Marty, we offer our clients financial guidance with integrity. We specialize in retirement planning and education savings for individuals and small business owners. We design customized financial plans to handle our clients’ financial issues and individual needs.We literally grew up in this business as our father was also a financial advisor for 25 years. He passed his knowledge and belief in "doing right by the client" onto us, which helps guide our decision-making. Together Marty and I have been in the business for 23 years ourselves.I am a 1991 graduate of the University of Texas with a BA in Government and a minor in Economics. I currently hold the following securities registrations: Series 7, Series 66, Series 31 (Managed Futures) through LPL Financial, and Group 1 (Insurance) license.For a list of states in which Jeff is licensed to do business, please visit http://www.sovereigngrp.com. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of Texas, California, Florida, Louisiana, and South Carolina.
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Financial AdvisorSovereign Wealth Advisors, Llc 2005 - PresentSovereign Wealth Advisors LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and independence.Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to potentially get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (713) 527-3400. -
Financial AdvisorMorgan Stanley May 2000 - Nov 2005 -
Product Manager; Client Support SupervisorUniversal Computer Systems Feb 1992 - May 2000
Jeff Peskin Education Details
Frequently Asked Questions about Jeff Peskin
What company does Jeff Peskin work for?
Jeff Peskin works for Sovereign Wealth Advisors, Llc
What is Jeff Peskin's role at the current company?
Jeff Peskin's current role is Financial Advisor.
What is Jeff Peskin's email address?
Jeff Peskin's email address is je****@****bal.net
What is Jeff Peskin's direct phone number?
Jeff Peskin's direct phone number is +128145*****
What schools did Jeff Peskin attend?
Jeff Peskin attended The University Of Texas At Austin.
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JEFFREY PESKIN
Millburn, Nj -
Jeff Peskin
Livingston, Nj2sobelcollc.com, sobel-cpa.com1 (973) 9XXXXXXX
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