Jeffrey A. Scheider

CFP®, ChFC®, CLU | Branch Operations Manager

Jeff has been a crucial part of growth for Joe Lyons, LLC, and Keith B. Mooney & Associates, Inc. Jeff teamed up with Joe and Keith in June of 1997. Jeff is responsible for several aspects of the day-to-day business with both companies. His responsibilities include brokerage account maintenance and general office operations.

Jeff specializes in IRA’s, brokerage accounts, cost basis and the operational aspects of security trading, settlement and distribution. He has an extensive background in the areas of Long Term Care and Life Insurance.

Jeff earned his Bachelor of Science from Northern Illinois University in May of 1997 with a major in Finance.

Jeff also holds his CERTIFIED FINANCIAL PLANNER^TM professional, Chartered Financial Consultant^TM, and Chartered Life Underwriter designations. He is registered with Series 6 Investment Company & Variable Contracts Products, Series 7 General Securities, Series 24 General Securities registrations, and Series 65-Uniform Investment Adviser, held through LPL Financial, member FINRA/SIPC.

Jeffrey Scheider is licensed to transact:

Securities in: IL

Insurance in: IL

The CFP® certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP® certification. Once you have successfully met the requirements and completed the initial certification process, you will need to meet ongoing education and disclosure requirements to maintain CFP® certification.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CO, FL, IL, MO, NC, NY, OR, SC, WA, WI.

CA license#0G77456

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.