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Jeffrey Sobon is a Senior Client Services Specialist at Johnson Brunetti Retirement & Investment Specialists since January 2022, previously serving as the Team Operations Manager at Charter Oak Financial from May 1999 to December 2021. With over two decades of experience in the financial services industry, Jeffrey Sobon has developed expertise in various roles, including Financial Advisor and Operations Manager for the Heritage Team. Jeffrey Sobon holds Series 7 and 63 licenses, along with licenses in life and health insurance. Jeffrey Sobon earned a Bachelor of Science degree in Business Management from the University of Connecticut, where studies were completed from 1995 to 1999.