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Jeff Mitchell, Investment Adviser Representative

CEO, Monolith Financial Group

Phone: 800.248.9122

Jeff Mitchell is the CEO and founder of Monolith Financial Group ( He has more than 30 years of experience in the insurance and annuity industry. Jeff has passed the Series 65 license as well as life insurance licenses in California and Nevada. He is also an investment adviser representative. He has been featured as a financial professional in several publications, including Newsweek and USA Today.

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