Jeffrey Tong joined Boenning & Scattergood in 2020 as Vice President of the Private Client Group. With several years of experience in private wealth management and a focus on portfolio management, Jeff brings a client-first approach and a deep understanding of investment strategies to the firm.
Before his career in private wealth management, Jeff spent 10 years in equity research sales, working with institutional asset managers across major markets, including New York, San Francisco, Los Angeles, and the Pacific Northwest. His well-rounded expertise in both institutional and private client services makes him a key asset to the Boenning & Scattergood firm.
Outside of his professional life, Jeff is a devoted husband and father to three college-aged sons. In his free time, he enjoys spending quality time with his wife, attending theater performances, playing tennis, and exploring new destinations through travel. To date, their favorite destinations have been Europe and Asia.
Jeff and his Client Service Associate, Cherie Harris, serve our client family from the Cleveland, Ohio Branch.
Jeffrey Tong holds the Series 7, 63, 65 and 66 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.