Jeff Todd

Regional Vice President at Q3 Asset Management

Role: Regional Vice President at Q3 Asset Management
Location: Cape Coral, FL, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Jeff Todd

Partner to Advisors, Record-keepers and Third Party Administrators tailoring Retirement…

Experience

Regional Vice President
Q3 Asset Management
Feb 2017 — Present

Education

Saginaw Valley State University
Bachelor's Degree, Finance, General
1989 — 1994

Skills

Employee Benefits
Open Architecture
Sales Management
Sales
401k
Sales Operations
Fiduciary Services
Retirement Planning
Insurance
Sales Presentations
Financial Services
Negotiation
Investments
Participant Education
Retirement Plan Providers
Retirement
403 B
Business Development
Wealth Management
Managed Money
Record Keeping
Retirement Plan Consulting
Asset Allocation
Mutual Funds
Erisa
401(K) Retirement Savings Plans
Direct Sales
Plan Design
Investment Advisory

Contact information

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Work email
j••••@q3tactical.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••17

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Current company

Q3 Asset Management

Financial Services · 14 employees · Founded 2006 · Birmingham, Michigan, United States

Established in 2006, Q3 Asset Management is an independent Registered Investment Advisory firm offering a diverse blend of quantitative investment strategies. Our mission is to provide financial advisors and their clientele with an investment approach that maintains the ability to adapt to changing market conditions. We are firm believers that true diversification lies in combining a strategic blend of non-correlated investment programs. Q3 Asset Management is located in Birmingham, Michigan. Our investment advisory services are offered through a variety of providers including Axos Advisor Services, TD Ameritrade, Schwab, Fidelity, Pershing, and Nationwide. Content provided is strictly for informational purposes and does not constitute a solicitation or offer to purchase or sell any security. One should obtain independent investment and tax guidance from a licensed professional prior to investing. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Q3 Asset Management or any person associated with Q3 Asset Management has achieved a certain level of skill or training. Q3 only conducts business in states where it is registered, notice filed or exempt from registration requirements. Registration is not an endorsement of the firm by securities regulators. Information presented is believed to be factual and up-to-date, but we cannot guarantee its accuracy. Additional information is available on the SEC’s website at

q3tactical.com

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About Jeff Todd

Experience

Regional Vice President

Education

Saginaw Valley State University

Skills

Find verified contacts for anyone on LinkedIn