Mike Jeffries

Mike Jeffries, CIPM, currently serves as a Senior Advisor Consultant at Orion since March 2024, providing external investment advisory consulting to independent advisory representatives in Northern California, Oregon, Washington, Idaho, and Alaska. Prior to this role, Jeffries worked at Cetera Financial Group from April 2013 to February 2024, where positions included Advisory Business Consultant, serving broker-dealer representatives across multiple states, and Advisory Sales Desk Supervisor, implementing performance metrics that enhanced team productivity by over 50%. Jeffries has also held various roles at Cetera Financial Group and ING Advisors Network between 2006 and 2013, focusing on advisory business specialties. Jeffries earned a Bachelor of Arts in Economics from Wake Forest University in May 1999.