Jeff Bjornson

Jeff Bjornson is a Senior Advanced Planning Consultant with Cetera's Advanced Planning Group and is responsible for providing advice and support for financial professionals on numerous complex financial planning subjects. His range of expertise includes areas such as retirement and education saving strategies, charitable giving planning issues, estate planning and wealth transfer, and tax issues, to name a few.

Prior to joining Cetera, Jeff led the Financial Planning and Alternative Investments team with HD Vest Financial Services and worked as the Vice President of Operations and Technology for an RIA in St. Louis, MO. He has been in the financial industry for over 24 years.

Jeff obtained his BBA in Banking and Finance from Mississippi State University and his MS in Data Analytics from Maryville University.

He has been a CFP® professional since 2003 and holds the CLU® designation. He holds Series 7, 66, 24 and 4 securities registrations, as well as Missouri Insurance license.