Our Qualifications

Jeffrey Marks is the financial advisor in our firm. He has over 27 years experience in the financial services industries, having worked in and for insurance companies, mutual fund families, wirehouse firms and various other financial organizations. Jeff has taught well over 500 seminars on many financial products and services in locations all across the country.



Mr. Marks is a member of several industry organizations. Among them are: The Society of Financial Services Professionals (Pikes Peak Chapter), The National Association of Insurance and Financial Advisors-Colorado Springs, and The Pikes Peak Estate Planning Council. Jeff has served on the board of The Society of Financial Services Professionals and is a Past President of The National Association of Insurance and Financial Advisors-Colorado Springs.



Having earned his BA in Business Administration in 1978. Jeff completed the Life Underwriter Training Council course of study in 1980. He went on to complete the course work for the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CHFC) and holds those designations from The American College. Jeff also holds the Certified Estate Planning Practitioner (CEPP) designation from The Estate Plan. He has been a registered representative in the securities industry since 1984. From 1989 until 1999 Jeff filed with the United States Securities and Exchange Commission as a Registered Investment Advisor. On January 1, 1999 when Colorado began registering Investment Advisors, Prime Financial Strategies, Inc. became a Colorado State Registered Investement Advisor. Jeff is an Investment Advisor Representative of the corporation. He holds the Series 7 (General Securities) and Series 24 (General Securities Principal) licenses and is also licensed in the areas of Life, Health, Disablity, Long Term Care Insurance and Annuities. Mr. Marks offers securities through National Planning Corporation.