Over 40 Years of Experience in Financial Services

A Long-Standing Member of Financial Services of America

Jeff Medvedik has been with Financial Services of America since the beginning, earning his Life Insurance license in 1981 as one of the company’s first agents. With over four decades of experience, Jeff plays a key role within the organization and is recognized for his commitment to client service and his ongoing efforts to stay informed in a constantly evolving financial landscape.

Jeff holds Series 65 securities license, allowing him to provide comprehensive financial advice, including mutual fund sales. He is an Investment Adviser Representative with FSA Advisors. In 1999, he earned the Chartered Retirement Planning Counselor™, CRPC™ professional designation from the College for Financial Planning, further solidifying his knowledge in financial sales, tax-efficient strategies, and insurance strategies.

Helping Clients Pursue Their Goals

Throughout his career, Jeff has worked with a broad range of clients, helping them explore financial strategies tailored to their individual goals and circumstances. He takes pride in developing personalized plans that consider both financial objectives and the priorities that matter most to each client. Whether addressing retirement planning, tax considerations, or insurance needs, Jeff’s approach emphasizes transparency and education. He also recognizes that all financial strategies involve risks, and outcomes may be affected by market fluctuations, changing regulations, and personal financial situations.

Mentor and Educator

One of Jeff’s greatest passions is teaching and mentoring. He has spent much of his career guiding newer representatives at Financial Services of America, sharing his knowledge and helping them develop the skills necessary for long-term success. For Jeff, the opportunity to educate others—whether it’s clients or colleagues—is one of the most rewarding aspects of his work.

Why Clients and Colleagues Trust Jeff 

Jeff’s clients appreciate his thoughtful, personalized approach and his ability to simplify even the most complex financial concepts. His colleagues value his mentorship and wealth of knowledge, which has contributed to the professional development of many team members at Financial Services of America.

A Note from Jeff:

“Financial planning is about more than numbers—it’s about understanding people, their goals, and their concerns. I’m here to provide clarity and guidance, helping my clients and colleagues achieve success every step of the way.”