Jeffrey is an advisor with Charter Financial Group, affiliated with Lincoln Financial Advisors Corp., along with six partners, in Annapolis, MD.
Jeffrey is a life-long resident of Anne Arundel County and a 1987 graduate of University of Maryland Baltimore County. He is FINRA Series 7 and 66 registered and Life and Health licensed. His clients are comprised of small and medium sized business owners and executives of publicly held corporations who need help identifying and achieving their financial goals. His practice focuses on helping families have a holistic, financial Charter for their lives for important matters now, for later and for their legacy.
Jeffrey is actively involved in his church, his children’s school, and he serves on the board of two regional not for profit organizations. He loves to play golf and spend time with his family. He lives in Severna Park with his wife Susan and his children, Julia (28) resides in Philadelphia and works for Lincoln Financial Distributors, Christian (25) serves as his administrative assistant, and Emma (22) resides in Baltimore and is pursuing a photography career.
Jeffrey J. Furniss is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. 1000 Bestgate Rd. Suite 300, Annapolis, MD, 21401.