Jeffrey S. Spencer, MBA

Financial Consultant

Senior Vice President

Winter Haven, FL

(863) 299 0000
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Jeffrey S. Spencer, MBA | SouthState Bank

About Jeffrey S. Spencer, MBA

Jeff is a Senior Vice President, Financial Consultant at SouthState Investment Services in Central Florida. He has helped his clients pursue their financial goals for over 24 years. He focuses on helping clients create and modify long term financial plans by providing strategic advice and guidance on investments, insurance, retirement planning and tax wise investing. He follows a disciplined approach to asset management incorporating risk tolerance and diversification to help families and individuals pursue their goals. Jeff has a Series 7, 26, 63 and 65 securities licenses held at LPL Financial and a State of Florida Life, Health and Variable Annuity license. He has earned a Bachelor’s degree from Florida State University and a MBA in Business Management from Warner University. In Jeff’s spare time he enjoys boating and traveling with his wife and four children. For the past 8 years, he has coached competitive club soccer as well as high school soccer and tennis.

Certifications

  • Series 7, 26, 63 and 65 securities licenses held at LPL Financial
  • State of Florida Life Health and Variable Annuity license

Education

  • Florida State University
  • MBA in Business Management - Warner University

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Important Legal Disclosures and Information

  • Broker                                                                          LPL Financial Form CRS


    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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