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About Jeffrey B. Marks

Jeffrey Marks is the financial advisor in our firm. He is Founder and President of Prime Financial Strategies and has over 37 years’ experience in the financial services industries.

Mr. Marks is a member of several industry organizations. Among them are: The Society of Financial Services Professionals (Rocky Mountain Chapter), The National Association of Insurance and Financial Advisors-Colorado Springs, and the Colorado Springs Estate Planning Council. Jeff has served on the board of The Society of Financial Services Professionals, is a Past President of both The National Association of Insurance and Financial Advisors-Colorado Springs and the Colorado Springs Estate Planning Council.

Jeff earned his BA in Business Administration in 1978 and then completed the Life Underwriter Training Council course of study in 1980. He went on to complete the course work for the Chartered Life Underwriter, CLU® and Chartered Financial Consultant, CHFC® Designations from The American College. Additionally he has been granted the Accredited Estate Planner, AEP® Designation from The National Association of Estate Planners and Councils. To offer specialized services for the government and civil service population Jeff also obtained the Chartered Federal Employee Benefit Consultant ChFEBC℠ certification in 2005. Please feel free to call for additional information on experience and credentialing.

 

 

 

 

 

 

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