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Head of Trading, Financial Advisor, Shareholder

Jeff, a Certified Financial Planner™ practitioner, graduated from Oklahoma City University’s CFP® program in 2001.

Having owned and operated a small business for 28 years, Jeff understands the needs and challenges of business owners.

Jeff served as the 2005 and 2008 President of the Central Oklahoma chapter of the Financial Planning Association and has served on the Jumpstart Coalition for Personal Financial Literacy board.

An active person, Jeff is a marathon runner, scuba diver, plays racquetball and coaches. He lives in Edmond with his wife, Lisa, two children, Josh and Sara.

Check Jeffrey A. Ashford's background on FINRA’s BrokerCheck

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