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Jeff Alejandro

Jeff Alejandro

Financial Advisor, RJFS
Addison Avenue Investment Services

408.863.6251
jeff_alejandro@addisonavenue.com

About Jeff

Investment Process

Your journey begins with a three-step process:

  • Discovery - This step involves understanding your current financial situation and future goals. We will discuss your investment experience, risk tolerance and objectives.
  • Analysis and Recommendations - The information from the discovery stage is used to analyze your situation. We discuss various strategies that are appropriately suited to your financial position within your comfort level.
  • Implementation - Once you are confident with the recommendations, we work together to implement your plan.

After these initial steps are completed, I will monitor and review your plan on an ongoing basis. We will adjust your strategy as life changes occur. I will continue to listen to you and offer guidance to address your future needs.

Experience

Prior to joining Addison Avenue Investment Services in 2007, I worked as a Financial Advisor with Cal Fed Investments and Citi Smith Barney. In 2013, I was ranked #68 in the Bank Investment Consultant magazine's top 100 list.The magazine evaluated honorees on six variables, including assets under management, production, asset growth, percentage of fee business, growth in production and production-per-assets.

I help clients in the following areas:

  • Portfolio Management
  • Income Planning
  • Retirement Plan Reviews
  • College Planning
  • Insurance
  • Wealth Accumulation Strategies
  • Tax-Advantaged Investing
  • And more

Education & Credentials

Bachelor of Science in Business Administration from the University of San Francisco

The Personal Side

I enjoy spending time with family and friends. Usually, the activity of choice is watching the Golden State Warriors, San Francisco 49ers and Giants. I like physical activities such as working out, playing basketball, and my latest hobby, outrigger canoe paddling. One more thing…I love food.

Raymond James corporate
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Qualifications: holds series 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0D68614
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Cupertino Branch

About Addison Avenue