Osaic Wealth
41yrs
Top advisor by experience in Flushing
29yrs
Michael Jeff
Financial advisor at Latitude Advisors
Michael Jeff has worked in the financial industry for 29 years and is a financial advisor based in Flushing, New York. Michael joined Latitude Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Flushing
Office75-17 147th St, Flushing, NY 11367
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,426
Advisors at the firm66
States licensed ?1 state
Services through Latitude Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowLatitude Advisors, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Latitude Advisors at 630-553-3730 and ask for Michael Jeff. Michael works from the Flushing, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 11% by experience in Flushing.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Latitude Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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