Jeff Thomas
🧩Problem Solving through Options Strategies 🎯ETF, SMA and Custom Overlay Provider ⭐️Host of Investment Masterminds Web-Series 👏Advisor Advocate of the Year Finalist (RIA Intel)
- Role
- Host of Investment Masterminds Web Series (Sponsored by Swan Global Investments) at Swan Global Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jeff Thomas
I work with Financial Advisors and Advisory practices to assess their investment models and support their business initiatives. How? 1) Provide both sleevable and customized investment solutions designed to match your client’s goals. 2) Network and attract advisors to your firm. 3) Amplify branding/marketing and help support your business goals & initiatives. Investment Masterminds Webseries At Swan Global Investments, we provide risk mitigation strategies through options-based portfolios.
Experience
Host of Investment Masterminds Web Series (Sponsored by Swan Global Investments)
Mar 2021 — Present · Milton, MA, US
I created the Investment Masterminds Web Series to bring premier speakers & consultants from across the industry to YOU the Financial Advisor. You can visit the content page here:
Education
Cushing Academy
Marketing
1994 — 1995
Nichols College
BS
1995 — 1999
College for Financial Planning
CRPC
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