As the Vice President and Senior Regional Consultant at AssetMark, Inc., Jeff Bridge plays a pivotal role in shaping the financial landscape for independent advisors across the Rocky Mountain territory, which includes Colorado, New Mexico, and Kansas. With a robust background in financial services, Jeff...
As the Vice President and Senior Regional Consultant at AssetMark, Inc., Jeff Bridge plays a pivotal role in shaping the financial landscape for independent advisors across the Rocky Mountain territory, which includes Colorado, New Mexico, and Kansas. With a robust background in financial services, Jeff leverages his extensive expertise in managing accounts, fixed annuities, and mutual funds to empower top quartile advisors in enhancing their business processes and advisory revenue streams. His approach is rooted in a deep understanding of the unique challenges faced by independent financial advisors, allowing him to distribute fee-based investment strategies that align seamlessly with their investment philosophies.
Jeff’s commitment to fostering strong relationships is evident in his consultative style, where he emphasizes collaboration and tailored solutions. His proficiency in securities regulation and alternative investments positions him as a trusted resource for advisors seeking to navigate the complexities of the financial markets. With a Bachelor of Science in Finance from California State University-Northridge, Jeff combines academic knowledge with practical experience to deliver insights that drive results.
In his current role, Jeff is not only focused on sales consulting but also on educating advisors about the latest trends in retirement planning and investment strategies. His public speaking skills further enhance his ability to communicate complex financial concepts effectively, making him a sought-after speaker at industry conferences and workshops. By aligning advisors' financial goals with innovative investment solutions, Jeff Bridge is dedicated to transforming the advisory landscape and helping clients achieve long-term success.
