Broker Check
Jeffrey J. Weldon, J.D.*

http://www.jeffweldon.com


Jeffry J. Weldon, J. D.* is a senior consultant at Strategies for Wealth. He has more than 20 years of experience in providing financial services, estate planning, retirement planning and investment services to a variety of clients and organizations. The Weldon name has been synonymous with financial services for over 40 years and Jeffry is known to his clients as a practitioner of personal financial economics.

Jeffry's passions lie with helping his client's grow and protect their wealth. Through a methodical, integrated process, he helps his clients obtain an optimal financial position, utilizing the tactical acquisition of investments, insurance, retirement and estate planning under a well-coordinated strategy.

In addition, Jeffry works with top organizations, helping them to enhance their corporate offering through corporate executive benefits. In doing so, not only does Jeffry continue to assist his clients to co-create an enriching financial future, he is a valued resource for his corporate clients seeking creative solutions to attract, retain, and reward their top employees.

Education:

  • Immaculate Heart Central

  • Canterbury School

  • Catholic University of America-Bachelor of Arts, English

  • Columbus School of Law-Juris Doctor (Law Degree)

Organizations:

  • The Journal of Contemporary Health Law and Policy-Columbus School of Law
    ——Editorial Board of Volume II
  • Million Dollar Round Table
  • Sacred Heart Foundation-Past Board Member
  • Credo Community Center-Board Member
  • Hospice of The Jefferson County-Board Member
 
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
*Not practicing for Guardian or any subsidiaries or affiliates thereof.