Jeff Nash, CFP®, CPA

President, CIO

Jeff is responsible for actively managing client accounts and performs all investment research, trading, and portfolio allocations.  In addition, he works as an investment advisor for business owners to design various retirement plans such as 401(k) and cash balance plans.  

Jeff Nash is also an Associated Person with Lakefront Futures & Options, and its affiliate the aiSource, where he acts as a Managed Futures Specialist.  In this role, he collaborates with Commodity Trading Advisors (CTAs) who utilize different strategies and have expertise trading various futures and options contracts (energy, metal and agricultural, foreign currency, government bonds, and equity indexes) in order to speculate and attempt to profit separately for client accounts. 

Licenses and Certifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (Texas)*
  • Investment Advisor Representative
  • Series 3, 7, 30 & 66
  • General Lines Agent - Life, Accident, Health, and HMO

Education:

  • Bachelor of Arts, Political Science - University of Oklahoma
  • Master of Taxation - Mississippi State University

Memberships / Community:

  • National Association of Active Investment Managers (NAAIM)
  • National Association of Plan Advisors (NAPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • National Association of Tax Professionals (NATP)
Phone 855-627-4466 X1