Jeff Petersen

Jeff Petersen is Vice President and Senior DCIO Specialist for the southeast with Franklin Templeton’s Investment Only Division. Primary responsibilities include placement and distribution of investment products offered by Franklin Templeton in the qualified plans market. Additionally, Jeff provides valuable support to financial intermediaries specific to best practices, business building strategies, market intelligence and regulatory interpretation.

Prior to joining Franklin Templeton, Jeff sold qualified plan and non‐qualified deferred compensation products as a Regional Retirement Director for Morgan Stanley Smith Barney.

Jeff received a bachelor of arts from Washington & Jefferson College, and holds the designations of Certified Financial Planner(CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Plan Specialist (CRPS) and Chartered Retirement Planning Counselor (CRPC). FINRA Licenses include series 7, 6 and 63.