Wealth Management Associate
Jeff is a Wealth Management Associate and is Series 7 and Series 66 registered. In 2021, He passed the level 1 of the CFA program, which is the first exam out of a series of three exams. Jeff works closely with our Wealth Advisors on portfolio management, financial analysis, and client service.
Jeff joined Mitchen Wealth Management in 2022. He is a native of Baton Rouge and graduated summa cum laude from Louisiana State University in 2022 with a Bachelor of Science in Finance.
Prior to working at Mitchen Wealth Management, Jeff had a 21-year career as an LSU Police Officer. He retired at the rank of Lieutenant in 2020 to complete his finance degree and start a second career in wealth management. During his police career Jeff developed a passion for investing and helping others with personal finance.
Jeff loves grilling, reading, and staying active. He travels often with his wife of 22 years and has developed a passion for cruising. He stays busing keeping up with his two high school aged teenagers.