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Jeff Mathis

Investment Professional at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Southern Heritage Financial Group</span>
Intro Book
Seasoned financial advisor delivering retirement planning expertise.
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Location
Fayetteville, Tennessee, United State...
Languages
  • English Native or bilingual proficiency
Skills
  • Retirement
  • Retirement Planning
  • Finance
  • Financial Planning
  • Iras
  • Show all
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Bio

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Jeff Mathis is a seasoned financial professional with 16 years of experience in retirement planning, finance, and financial advisory. He has a strong background in investment strategies, fixed annuities, and estate planning, and has worked with various companies, including Southern Heritage Financial Group, Next Financial, and Edward Jones.

Experience

  • Southern Heritage Financial Group
    • Fayetteville, Tennessee
    • Investment Professional
      • Nov 2007 - Present
      • Fayetteville, Tennessee

      At Southern Heritage Financial Group our goal is to plant the seeds of retirement, provide income through retirement, and protect your legacy for your family.

  • Next Financial
    • Huntsville, Alabama Area
    • Division Manager
      • Nov 2007 - Present
      • Huntsville, Alabama Area

      Recruiting of growth-oriented financial advisors.Assisting in transition to Broker Dealer, NEXT Financial. Helping advisors remain compliant with current regulations.Partnering to build advisor business with innovated processes.

  • Edward Jones
    • Fayetteville, Tennessee
    • Financial Planner
      • Sep 1999 - Nov 2007
      • Fayetteville, Tennessee
  • GE Appliances
    • Dickson, TN
    • Area Sales Manager
      • Feb 1994 - Sep 1999
      • Dickson, TN
  • Amana Refrigeration
    • Tallahassee, Florida Area
    • Territory Marketing Manager
      • Feb 1987 - Feb 1994
      • Tallahassee, Florida Area

Education

  • 1983 - 1985
    Middle Tennessee State University
  • 1980 - 1982
    Florida College
  • 1976 - 1980
    Lincoln County High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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