Cfp® Jeffrey Hackbarth

Senior Vice President at Trilogy Financial

Jeffrey Hackbarth, CFP®, has a diverse work experience in the financial services industry. Jeffrey started their career in 2005 at Target, where they served as an Executive Team Leader - Logistics until 2007. In 2008, they joined National Planning Corporation (NPC) as an Investment Advisor Representative and worked there until 2017. During their time at NPC, they became well-versed in providing investment advice and managing client portfolios. In 2008, they also joined Trilogy Financial Services as the Vice President of Client Services, a role they held until 2013, when they were promoted to Senior Vice President. Currently, they are employed at LPL Financial as a Registered Representative, continuing to provide financial services to clients.

Jeffrey Hackbarth, CFP®, has a diverse educational background that spans over a decade. Jeffrey attended St. Augustine High School from 1990 to 1994 for their high school education. Following that, from 1994 to 1997, they pursued a Bachelor of Arts degree in English from Loyola Marymount University. In 2011, they enrolled in the College for Financial Planning and completed their certification as a Certified Financial Planner in 2013. Jeffrey'sfield of study during this certification was Financial Planning and Services.

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Previous companies

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Timeline

  • Senior Vice President

    June, 2013 - present

  • Vice President Of Client Services

    January, 2008