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Cal State Long Beach Alumni

Avid reader

Enjoys fishing

Service-oriented background in the hospitality industry

Grill Master

Will video conference with clients to make it easier

Get to Know Jeffrey

Jeffrey Brummett comes from a service-orientated background in the hospitality industry. This experience helped him develop the superior service skills that he carries into his practice. Each and every client is treated with both a respectful and welcoming attitude that helps foster a genuine trust. This trust then facilitates a client-focused experience that keeps the client’s best interest as the primary consideration.

Born and raised in Orange County, California, Jeff graduated from California State University, Long Beach. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Life Insurance License. Jeff transitioned to the financial industry after a decade of working in the hospitality industry in order to help people on a more personal level. He partnered with Trilogy after determining that the firm matched his client-focused philosophy.

In his spare time, Jeff enjoys spending time with his large extended family. His hobbies include fishing, cooking and reading.

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Meet Jeffrey’s Team

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934