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Jeffrey Kaplan has extensive work experience in the finance industry. Jeffrey started their career in 1993 at Citigroup Global Markets - Smith Barney, where they worked as a Financial Advisor for over 16 years. In 2009, they joined Morgan Stanley as a Financial Advisor and remained there until 2020. Currently, they are working at Sharestates as a Business Development Representative.

Jeffrey Kaplan holds a Master of Business Administration (MBA) degree in Business Administration and Management, General from St. John's University. Jeffrey also obtained a Bachelor's degree in Chemistry from Carnegie Mellon University. In addition to their academic qualifications, they have earned certification in the Nationwide Mortgage Licensing System (NMLS) from the Nationwide Mortgage Licensing System institution in June 2015.