Jed Kaplan currently serves as the CEO of Shearson Financial Services, LLC, in Boca Raton, Florida. The firm’s team takes prides in having staff members specialize in one area rather than trying to know everything. Though clients may select one broker, they may access the collective knowledge of the company. Jed Kaplan oversees a talented group of licensed principals with an average of 22 years of business experience. Depending on the type of security, the staff can execute trades instantly, within seconds, through the company’s DOT system. The firm’s team also relies on on-site Bloomberg terminals to research and observe the market, saving clients valuable time.

Shearson Financial Services’ employees follow a set of guidelines to invest with integrity. While other firms develop their own funds or investment vehicles, Jed Kaplan and his colleagues do not offer proprietary products. Brokers seek to present customers with products they deem to suit clients’ needs rather than the firm’s. Jed Kaplan also encourages his employees to provide free consultations to prospective investors or those who wish to transfer assets from their current advisors. Shearson serves as an independent broker that emphasizes confidentiality and flexibility, including a willingness to communicate with clients’ lawyers, bankers, and accountants to formulate ideal investment plans.

Jed Kaplan and Shearson provide the following services for individuals and corporations: investment strategies, portfolio management, retirement planning, asset allocation, financial planning, brokerage, and estate settlement. To find out more about the firm, visit www.shearsonllc.com. In addition to his work as a CEO, Jed Kaplan contributes to the American Red Cross, Mothers Against Drunk Driving, and the Marine Toys for Tots Foundation.