Jeff Sartorius is the Managing Director DFS Associates Inc./Private Advisor Group. In this role, he is responsible for the management of individual and small business clients Wealth & Investment programs. Jeff works closely with his personal clients on their insurance and investment planning. He assists many small business clients with their Employee Benefit Programs including 401ks and other retirement plans. He brings over 40 years of experience in financial services to the team.
After his graduation, Jeff became an Instructor and Coach at his Alma Mater, CCNY. Jeff decided to take his teaching experience to a Sales Training position at Home Life Insurance Co. He used his background and expertise to help the Team plan the financial futures of their clients. This work involved helping clients match their assets and liabilities to their goals. As the financial services field evolved, Jeff spent more time in the Sales arena and started working in the Employee Benefits field. Advising small business owners. Jeff assisted them in structuring Retirement Plans and other Employee Benefits programs.
Jeff later held Management and Sales positions at CEP Consultants Inc. and Compass Financial Group. Jeff & DFS Associates Inc. have been affiliated with Private Advisor Group for over 20 years.
Jeff holds a Bachelor of Science and Master of Science Degrees from The City College of New York (CCNY) with an emphasis in Teaching & Education. He holds FINRA Series 6, 22, 63 & 7 securities registrations with LPL Financial. In addition, Jeff currently holds the professional designations of Chartered Financial Consultant (ChFC®) and -Certified Financial Planner (CFP®) .
Jeff served many years as President of the Hauppauge/Smithtown Lions Club and is a recipient of the Knights of the Blind & Melvyn Jones Honors.
Jeff currently resides in Wellington, Florida (after living many years in Smithtown, NY) with his wife, Jaren. Outside of work, Jeff enjoys working on his Golf game and watching his NY Sports teams. Most important to Jeff & Jaren, is following the continuing growth and success of their family.
