Jeffrey K. Gantz, Certified Financial PlannerTM
![[photo] Jeff Gantz](/userfiles/jgantz.jpg)
BSH Financial's founder and President Jeff Gantz is a CERTIFIED FINANCIAL PLANNER™, and has assisted clients in managing wealth for over 16 years. Previous to him becoming an independent advisor affiliated with Raymond James, he was a financial advisor with Smith Barney (2001 -2008) and a branch manager and financial advisor with Olde Discount Stockbrokers (1993-2001).
He graduated from Indiana University's School of Business in 1992 and served in the Indiana Army National Guard (1987-1993), including active duty service in the U.S. Army (1988-89). He is married with two children.
Jeff Gantz has passed the Series 4, 7, 8, 24, 63, and 65 exams, and holds the following licenses:
- General Securities Representative
- Registered Options Principal
- General Security Sales Supervisor
- Uniform Investment Advisor Law
- Uniform Securities Agent State Law
- State of Indiana Insurance License: Life, Accident & Health
