Jeff Grant

Jeff Grant


Jeff has been a financial educator for over twenty years, focuses on teaching families about retirement goal planning, income planning, social security and Medicare in his retirement planning courses.

Jeff also researches and implements new programs and office development. As an LPL Registered Principal, Jeff oversees the rapid and compliant placement of client assets and plans. Jeff has instructed retirement planning and insurance courses for over 15 years in schools systems, community education programs and retirement centers.

Jeff currently holds the FINRA Series 63, 7 and 24 licenses through LPL Financial. He is also licensed and qualified in Accident and Health, Life insurance and Variable Annuities through the state of Michigan and Florida.

Prior to working in the financial service industry, Jeff was a soldier in the United States Army. Jeff and his wife Christy reside in Kalamazoo, MI with their cats.