Jeff Rose, CFP®

Current

Partner and Co-Founder at Alliance Investment Planning Group

Past

Financial Consultant at A. G. Edwards & Sons

Education

Southern Illinois University, Carbondale

Connections

51 connections

Industry

Financial Services

Websites

Jeff Rose, CFP®’s Summary

I started my career as a financial advisor with A.G. Edwards & Sons in 2001. Always excited to meet new people and having a unique interest in the financial markets, being a financial advisor was the perfect fit for my career.

In January of 2005, 4 years into my career, my National Guard unit out of West Frankfort, IL was called up to support Operation Iraqi Freedom. Acquiring the rank of Staff Sergeant, I served as Squad Leader while conducting military police maneuvers in central Baghdad. Anticipating my return, I attained the Chartered Retirement Planning Counselor designation between mission and duties during my downtime in Iraq. Due to countless prayers, I safely returned home March of 2006.

Picking up right where I left off, I resumed my career as a financial advisor. My goal was to be the “complete package” advisor, wanting to assist in all areas including: investments, insurance, taxes, and estate planning. The next step was to become a CERTIFIED FINANCIAL PLANNER™ practitioner, which I did in November 2007. An individual who has earned the CFP® mark of distinction has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).

In December of 2007, three others and I formed Alliance Investment Planning Group LLC.

July 2008 marks the launch of my own personal financial blog www.goodfinancialcents.com. My hope is that I can help people make sense of investing and their personal finances. With so many different options out there, I hope to ease the fog and help you make clear and smart financial decisions. Knowledge is Power!

I reside in Carterville, IL with my beautiful wife Mandy, my two year old son Parker, and my spoiled pet boxer Klaya.

Securities offered through LPL Financial, Member FINRA/SIPC.

Jeff Rose may only discuss/transact business in the following states: AZ, CA, CO, FL, IL, IN, KY, MO, NJ, NV

Jeff Rose, CFP®’s Specialties:

CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Consultant
Accredited Asset Management Specialist

Jeff Rose, CFP®’s Experience

Partner and Co-Founder

Alliance Investment Planning Group

(Financial Services industry)

December 2007 — Present (2 years )

Independent financial planning that custom tailors specific retirement plans for all types of individuals and businesses.
Financial Consultant

A. G. Edwards & Sons

(Financial Services industry)

August 2001 — December 2007 (6 years 5 months)

I began as a junior broker and worked my way up to become a financial consultant. I primarily focused on comprehensive financial planning and acquired my CFP® mark in the fall of 2007.