Jeff Overberg
Overberg Wealth Management Group
- Role
- Financial Advisor at Edward Jones
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Overberg
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Securities, Asset Management, Retirement Planning, Fixed Annuities, and Estate Planning.
Experience
Financial Advisor
Nov 2010 — Present
Education
University of Cincinnati
Bachelor of Arts, Communications
1990 — 1995
Skills
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Investment Management
- Portfolio Management
- Asset Managment
- Series 6
- Insurance
- Series 63
- Fixed Annuities
- Wealth Management
- Series 7
- Uniform Combined State Law
- Alternative Investments
- Securities
- Estate Planning
- Investments
- Asset Allocation
- Mutual Funds
- 401k
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