portrait of jeff pascoe

Jeffrey E. Pascoe

CRPS® Financial Advisor (888) 717-2921

Jeffrey E. Pascoe Specializes In:

  • High Net Worth Investors
  • Business Retirement Planning
  • Corporate Retirement Plans
  • Comprehensive Financial Planning
  • Retirement Planning
  • Advanced Business Continuity & Succession Planning
  • Wealth Preservation Strategies
Location

Harleysville, PA

Licenses

FINRA SIE, Series 6, 63, Pennsylvania Life/Health & Variable Annuity License

Bio

Jeffrey “Jeff” Pascoe is a graduate from Susquehanna University with a bachelor’s degree in business administration. He began his career in financial services in June of 2002 when he joined Smith Barney/Citigroup. In 2006, he returned to ADP after a 4-year hiatus to establish 401(k) and Simple IRA plans for small and mid-sized companies. He also worked with Paychex Retirement Services and a smaller recordkeeper during the 12-year span. Jeff joined Edward Jones in 2018 and built his own financial practice before joining Cambridge Investment Research in Harleysville, PA in 2022, and joined the CWA team in 2024.

Jeff holds the (CRPS®) Chartered Retirement Plans Specialist designation through the College of Financial Planning. This designation focuses on corporate retirement plans, helping firms implement and maintain retirement plans for their employees.

Jeff is a Veteran who served a full year in Iraq with the U.S. Army Reserve as a Supply Sergeant (March 2003-2004). Jeff earned two Army Commendation Medals for his service.

Jeff is an active P.I.A.A. High School Wrestling Official and has been for the past 8 years.

Jeff and his wife Connie live in Schwenksville, PA with their sons Carson and Gavin. Jeff has been involved in coaching travel baseball, Connie Mack baseball, and youth wrestling over the years. His sons excelled at baseball, football, and wrestling and both boys are now wrestling for Gettysburg College, the proud parents love to cheer them on from the sidelines.

His hobbies include getting to the gym, biking, golfing, skiing, and he is an avid sports enthusiast.

Jeff thoroughly enjoys working with clients to help them reach their goals and understand the importance of investing.

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