Jeffrey Parmer in

Jeffrey Parmer

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Registered Representative at NYLIFE Securities LLC
📍 Redondo Beach, California, United States

Jeffrey Parmer is a Financial Services Professional at New York Life, where he creates custom solutions for personal and business needs. He specializes in college funding, retirement planning, and lifetime income strategies, and is also a Registered Representative for NYLIFE Securities LLC.

Jeffrey is a strong advocate for financial education, particularly for young people. He frequently shares content encouraging parents to teach their children about important concepts like budgeting and saving from an early age, helping to shape their financial futures.

He is passionate about helping people find unclaimed retirement funds from previous jobs.

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Experience
4 Years
Current Role
Registered Representative
Job Level
Junior
Location
Redondo Beach, California, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Financial Literacy for Kids
He consistently emphasizes the importance of teaching children smart money habits, viewing it as a powerful lesson parents can provide for their future.
Retirement Planning
A core part of his practice involves creating retirement and lifetime income strategies, and he actively shares resources to help find lost retirement accounts.
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Career

Work history

12-2022
Registered Representative
NYLIFE Securities LLC
9-2021
Agent
New York Life Insurance Company
In the press

Media appearances

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Education

Jeffrey has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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