Jed Kaplan

A financial professional since 1986, Jed Kaplan presently leads Shearson Financial Services, LLC, which operates out of Boca Raton, Florida. The investment firm focuses on securities and insurance products, and emphasizes risk aversion. Shearson Financial Services’ team members value each security using technical analysis before offering any investment advice. The firm also encourages diversity in bond accounts. Utilizing independent investment strategies, Jed Kaplan and his colleagues strive to lessen potential risk. After purchasing the Shearson name at auction, Jed Kaplan renamed LF Financial to become the new incarnation of the financial services firm. He currently contributes as CEO. The company advises clients on investment strategies, portfolio management, retirement planning, asset allocation, brokerage accounts, and estate settlements. Jed Kaplan also oversees the firm’s nonproprietary product offerings, which include bonds, mutual funds, stocks, municipal bonds, CDs, and annuities. As Social Security typically accounts for less than 40 percent of retirement income, Shearson Financial Services can assist individuals in developing a plan to strive for a financially comfortable future. The firm also enables clients to add collateralized mortgage obligations to portfolios. Jed Kaplan and the Shearson team strive to provide upfront, honest service to clients. The Shearson firm expects clients to reciprocate in terms of communication and lists customer responsibilities on the firm’s website. To receive the best advice possible, the firm asks clients to keep advisors informed of significant changes that may require an adjustment to financial objectives, be open about past investing, and share their ultimate goals. Clients should also immediately share their goals. With Shearson, Jed Kaplan oversees a variety of team members who specialize in certain areas. The firm currently holds thousands of client accounts. To find out more about Shearson Financial Services, e-mail info@shearsonllc.com. Before joining Wall Street, Jed Kaplan attended the City University of New York, where he earned a Bachelor of Business Administration.