Jeff Murphy Email and Phone Number
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Jeff Murphy personal email
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My goal is to help clients to become and stay financially independent, by taking the time to help them make decisions that are in their best interest. To accomplish this, we use a highly disciplined and structured approach that takes into account each client goal, and then creates strategies that make sure the investments are proper relative to those goals.Specialties:- Retirement Planning- Strategic and Tactical Asset Allocation and Investment Management- Income Distribution Planning- Inter-generational Wealth Transfer PlanningInvestment Advisory Services offered through PFG Advisors, LLC (PFG), an SEC Registered Investment Advisor. Branch office of and securities offered through Osaic Wealth, Inc., member FINRA/SIPC.Murphy Wealth Management and PFG Advisors, LLC are separate entities from Osaic Wealth. Office of Supervisory Jurisdiction: 3200 N. Central Ave. #200, Phoenix, AZ 85012.Third-party comments may not be representative of all client experiences. Please see my website for full disclosures: www.retirewithaplan.com.
Murphy Wealth Management
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Chief Investment OfficerMurphy Wealth Management Mar 1995 - Present
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Financial AdvisorPriority Financial Group Apr 2018 - PresentPhoenix, Arizona, UsInvestment Advisor Representative of PFG Advisors, LLC following RIA merger with CUE Advisory Services. -
Financial AdvisorSecurities America Inc. Dec 2016 - Jun 2024La Vista, Nebraska, UsRegistered with Securities America, Inc. after the acquisition of Foothill Securities, Inc. -
Financial AdvisorTorrance Community Credit Union Jul 2006 - Apr 2021Torrance, California, UsProvided financial planning and investment services to credit union members through unaffiliated registered investment advisor and broker dealer firms. -
Financial AdvisorCue Financial Group Mar 1995 - Dec 2018Phoenix, Arizona, UsRegistered Representative with CUE broker/dealer and Investment Advisor Representative with CUE Advisory Services Registered Investment Advisor. -
Financial AdvisorFoothill Securities Inc. Aug 2009 - Dec 2016Santa Clara, Ca, UsRegistration with Foothill Securities following merger with CUE Financial Group broker/dealer. -
Investment Representative; Branch ManagerEdward Jones Nov 1994 - Mar 1995St. Louis, Mo, Us -
Financial Advisor; Field TrainerAmeriprise Financial Services, Llc Jan 1993 - Nov 1994Minneapolis, Mn, Us -
Captain; B-52 Radar Navigator; InstructorUnited States Air Force 1986 - 1992Randolph Afb, Tx, Us
Jeff Murphy Skills
Jeff Murphy Education Details
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The University Of OlivetBusiness Administration/Finance
Frequently Asked Questions about Jeff Murphy
What company does Jeff Murphy work for?
Jeff Murphy works for Murphy Wealth Management
What is Jeff Murphy's role at the current company?
Jeff Murphy's current role is Financial Advisor helping busy individuals retire with predictable, lasting retirement income. β³οΈ Portfolio Manager π Retirement Income Planner π Virtual/In-Person.
What is Jeff Murphy's email address?
Jeff Murphy's email address is jm****@****ial.com
What is Jeff Murphy's direct phone number?
Jeff Murphy's direct phone number is +181834*****
What schools did Jeff Murphy attend?
Jeff Murphy attended The University Of Olivet.
What skills is Jeff Murphy known for?
Jeff Murphy has skills like Retirement Planning, Investments, Investment Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planners, Investment Strategies, Insurance, 401k Rollovers, Alternative Investments, Securities.
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