Jeff Cody is a financial services professional with 19 years of experience, currently working as a College and Financial Planner and Financial Advisor at 1847 Financial, formerly known as Penn Mutual Wealth Strategies. Jeff has expertise in tax strategies, retirement income enhancement, business transitions, and special needs planning. As a Capital Gains Tax Mitigation Specialist with the Estate Planning Team, Jeff collaborates with a group of seasoned professionals in business planning and wealth succession. Previously, as the owner of Cody and Associates and a Financial Advisor with MassMutual Financial Group, Jeff has consistently provided valuable financial guidance. Jeff holds a Bachelor of Business Administration from Belmont University and multiple financial services designations from The American College of Financial Services.
1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)
Penn Mutual Wealth Strategies is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and Penn Mutual Wealth Strategies is unaffiliated with HTK. 6132579RG_Dec25