Jeff Kuhlman serves as LJM's managing director and is part of the company’s executive team. With more than 20 years of financial services industry experience, Mr. Kuhlman leads LJM’s sales and marketing team as well as distribution strategy. Prior to LJM, Mr. Kuhlman was vice president/financial advisor and vice president/western sales manager for the national sales/corporate financial planning group at Merrill Lynch. He also served as assistant vice president/investment banker for Wells Fargo Securities in the public finance division. Mr. Kuhlman has extensive experience and expertise in alternative investments, financial planning and wealth management, and investment product development.
Mr. Kuhlman holds a B.A. in economics from Colorado State University where he was a member of Omicron Delta Epsilon—International Honor Society in Economics. He is also a current or former member of more than 20 professional and civic organizations.
Mr. Kuhlman is registered with the CFTC as an AP and Principal of LJM and possesses his FINRA Series 3, Series 7, and Series 63 licenses.