Jeffrey Hartman

Jeff has been in the financial industry for almost two decades. He has a strong belief in the power of relationship building hence making him both successful and widely respected with medical professionals and business owners. Jeff’s success with relationship building led him to adopt this philosophy as he coaches and mentors other Financial Planners.

His dedication and commitment was recognized by AXA Advisors, LLC when they promoted Jeff to Vice President and then shortly after promoted him again to Executive Vice President. It was during his time in this role that Jeff was entrusted with the daily operations and success of one of the largest branches of Financial Advisors in the United States.

In 2013, Jeff made the decision to put his years of experience, knowledge and relationships to the ultimate test; he developed a platform of systems, support and development on a completely independent chassis. Jeff now focuses on working with Advisors across the United States providing them the tools, education and support necessary to grow their own practices the way that they envision.

Jeffrey Hartman has his Series 24, 51, 53, 6,7, 63, and 65 and is licensed to practice in CA, FL, GA, MD, NY, OR, and SC.