About Us Mission Guiding Principles News   Home Contact Us
  Quana Jew JD
Jeffrey Montgomery
Charles Ruffel
Rob Solomon
Jerry Tylman
  JEFFREY MONTGOMERY
Chief Executive Officer - Al Frank Asset Management, Inc., Laguna Beach, CA

As CEO of Al Frank Asset Management Inc., an independent, registered investment advisor, Jeff sets the strategic vision and oversees operations and sales. In his 13 years of industry experience, Jeff has also served as CEO of NFP Benefits, as well as President and CEO of NFP Securities, Inc. A leading industry expert and accomplished entrepreneur in his own right, Jeff is highly regarded for his vast insight garnered from a distinguished career in corporate law and litigation, financial planning, and business management.

Jeff received his law degree from The University of Oregon, and received his undergraduate degree in Finance from The University of St. Thomas in St. Paul, Minnesota.