Licenses and Certifications:
Series 7, 8, 24, 63, 65
Chartered Retirement Plans SpecialistSM Designee
Certified Plan Fiduciary Advisor
Raymond James Registered Principal
Registered Investment Advisor Representative
Insurance licensed: life, health, and variable lines
Jed co-founded The Commerce Company in 1995, after years of working within larger firms convinced him that the needs of retirement plan participants were not being adequately prioritized within the industry.
A graduate of the University of Oregon, he began his career in financial services in 1982 and has a true passion for helping people pursue their retirement goals. He is proud of The Commerce Company’s focus on making the services of a personal financial advisor available to a wide and diverse population.
Jed spends his free time with his wife and two children. He enjoys hiking, traveling, trying new foods, and meeting new people.