Broker Check
Jeff Wertheim

Education and Training:

  • George Washington University - MBA

  • Duke University - BS Economics and Computer Science

  • CFA - Chartered Financial Analyst

Community, Charitable or Professional Organizations/Associations:

  • CFA Institute

  • Larchmont Temple

  • Larchmont Soccer Club

Jeff resides in Larchmont, NY with his wife and two sons. In his spare time, Jeff enjoys playing golf and tennis.


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0M26945.