Broker Check

Our Qualifications (not used)

Jeffrey Marks is the financial advisor in our firm. He has over 30 years' experience in the financial services industries, having worked in and for insurance companies, mutual fund families, wirehouse firms and various other financial organizations. Jeff has taught well over 500 seminars on many financial products and services in locations all across the country.

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 The National Association of Insurance and Financial Advisors-Colorado Springs and is currently serving on the board of the Colorado Springs Estate Planning Council as President.

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 and holds those 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, and has earned the Accredited Investment Fiduciary®, AIF® Designation from the Center for Fiduciary Studies. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. To offer specialized services for the government and civil service population Jeff also obtained the ChFEBC(sm) certification in 2005.

He has been a registered representative in the securities industry since 1984. From 1989 until 1999 Jeff filed with the United States Securities and Exchange Commission as a Registered Investment Advisor. On January 1, 1999 when Colorado began registering Investment Advisors, Prime Financial Strategies, Inc. became a Colorado State Registered Investment Advisor. Jeff is an Investment Advisor Representative of the corporation. He holds the Series 7 (General Securities) and Series 24 (General Securities Principal) registrations and is licensed in the areas of Life, Health, Disability, Long Term Care Insurance and Annuities. Mr. Marks offers Securities and Advisory services through National Planning Corporation.