Jeffrey CFP
Solicitor, Investment Advisor at Index Funds Advisors, Inc. | Lansdale, Pennsylvania, United States
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Solicitor, Investment Advisor at Index Funds Advisors, Inc. in January 2003 to Present
Wealth Manager, Owner at Broadhurst Financial Advisors, Inc. in January 2003 to Present
Senior Manager at SendOutCards in January 2005 to January 2015
Analyst of funds/managers at Standard & Poor's (S&P) in January 2002 to January 2003
Asst VP at Dresdner Kleinwort Wasserstein in May 1999 to April 2002
Sales of engineered mineral products at Specialty Minerals in April 1995 to May 1999
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Weatherhead School of Management at Case Western Reserve University, MBA
Queen's University, BSc
IHS
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Asset
Institutional
Portfolio Management
Financial Advisory
Comprehensive Wealth Management
Investments
Asset Management
Wealth Management
Investment Advisory
Investment Strategies
Asset Allocation
Bonds
Wealth
High Net Worth Individuals
Retirement Solutions
Risk Management
Fixed Income
Portfolios
Superannuation
Corporate Governance
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Discover more about Index Funds Advisors, Inc.What is Jeffrey CFP email address?
Email Jeffrey CFP at [email protected] and [email protected]. This email is the most updated Jeffrey CFP's email found in 2026.
What is Jeffrey CFP phone number?
Jeffrey CFP phone number is +1.2153251595 and 215-361-9293.
How to contact Jeffrey CFP?
To contact Jeffrey CFP send an email to [email protected] or [email protected]. If you want to call Jeffrey CFP try calling on +1.2153251595 and 215-361-9293.
What company does Jeffrey CFP work for?
Jeffrey CFP works for Index Funds Advisors, Inc.
What is Jeffrey CFP's role at Index Funds Advisors, Inc.?
Jeffrey CFP is Solicitor, Investment Advisor
What industry does Jeffrey CFP work in?
Jeffrey CFP works in the Financial Services industry.
Jeffrey CFP Email Addresses
Jeffrey CFP Phone Numbers
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