Jeff McGough Qualifications & History

After graduating from George Mason University (Fairfax, VA) in 1984 Jeff was offered a position with Dean Witter (Now Morgan Stanley) and attended their financial training center at Two World Trade Center in NY City.  After successfully completing this training and obtaining his various securities and insurance credentials, he worked as a Financial Advisor for Dean Witter in Tysons Corner, VA from 1985 until 1994.

After a successful ten year affiliation with Dean Witter, Jeff decided to broaden client choices by offering his clients varied investment opportunities not available through one proprietary broker-dealer.  Over the years Jeff has conducted business through such firms as Raymond James and Voya Financial.  Most recently, in 2018, Jeff began to offer securities and investment advisory services through LPL Financial.

Jeff is a registered Financial Consultant and in addition to the FINRA General Securities Registration (Series 7), Jeff also holds series 24, 63, & 65 registrations with LPL Financial. He is also a General Securities Principal and an Investment Advisor Representative through LPL Financial.  Jeff also holds Virigina state life, health, disability, and long term care insurance licenses.

Jeff has been helping small business and individuals in Virginia to help them work toward meeting their financial goals for 37 years.

Along with Virginia, Jeff is also registered to conduct securities business in the states of: Florida, Maryland, South Carolina, and Indiana.