Joseph A. Jeeves
Financial Advisor
CFP, CIMA, Series 7 and 66 Licenses
Joe provides comprehensive financial planning and advice to help clients achieve their financial goals, staying in close contact to address any relevant changes.
Before joining the Mark Aho Financial Group, he worked as a Paraplanner for three years, earning multiple industry licenses. Joe holds a Bachelor of Science in Finance from Northern Michigan University and is a CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst (CIMA®). He also has Series 7 and 66 licenses, as well as life, health, and variable annuity contracts.
Joe lives in Marquette with his wife and children and enjoys hockey, golfing, hunting, and spending time at camp.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
