Jed Kaplan
For nearly a decade, Jed Kaplan served as an institutional bond trader at J.P. Morgan (now JPMorgan Chase & Co.), Lehman Brothers Holdings Inc., Nikko Securities, and Prudential Securities Incorporated. Mr. Kaplan subsequently moved to Boca Raton, Florida, in 1994. Applying his background as a successful Collateralized Mortgage Obligation (CMO) bond trader, in 1995, he opened his own firm, LF Financial. Recently renamed Shearson Financial Services, LLC, for the once-famous trade name that Mr. Kaplan purchased at an open auction, Shearson Financial Services employs a staff of 45 and manages thousands of client accounts. He and Shearson’s brokers offer IRA accounts, annuities, bonds, mutual funds, stocks, and CDs. For more information about CEO Jed Kaplan, securities and insurance products, as well as to learn about the Shearson Financial Services’ team approach to informed investment decisions, visit www.shearsonllc.com.
In addition to guiding individual investors with strategies that diminish risk, Jed Kaplan has been sought out as a consultant by larger entities for his expertise. International banks and brokerage houses, as well as the Federal Bureau of Investigation (FBI), the Securities Exchange Commission (SEC), and the Financial Industry Regulatory Authority (FINRA), routinely seek out Mr. Kaplan for his advice on corporate and government bonds.
Jed Kaplan graduated in 1986 with a Bachelor’s degree in Business Administration from The City University of New York (CUNY). A dedicated basketball fan, Mr. Kaplan serves as part owner of the Erie BayHawks, a National Basketball Association Development League team. He supports charitable endeavors such as the Marine Toys for Tots Foundation, Mothers Against Drunk Driving (MADD), and the American Red Cross.
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