Member Login

JEFF FELIX

BMO Private Bank


{custom_meta_description=Jeff Felix - CEPA, CFP - BMO Private Bank - Los Angeles, California, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/J%20Felix%20Headshot.jpg, city=Los Angeles, display_country=United States, cohortium_badges=[cepa-5-year-member.png], profile_description=


, hs_object_source_label=IMPORT, url_slug=jeff-felix, lname=Felix, designations=[CEPA, CFP-2], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-Felix-Jeff.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394702, cohortium_profile_title=Jeff Felix | Wealth Manager at BMO Private Bank | CEPA Connect Member, state=California, hs_was_imported=true, id=2835575684, designations__text_=CEPA, CFP, advisor_type=Wealth Manager, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Jeff Felix, email=Jeff.felix@bmo.com, cohortium_meta_description=Connect with Jeff Felix, a specialized Wealth Manager working with BMO Private Bank based in California. Credentials include: CEPA, CFP., associated_contact_record_id=27066551, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202020/2065_Felix_CEPA-Certificate_2020-AUG-MC.pdf, pending_profile_information=, is_editable=editable, url_slug_2=jeff-felix, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/jeff-felix?impersonation=true, full_name=Jeff Felix, hs_lastmodifieddate=1764932289688, phone=3109124920, company_name=BMO Private Bank, name=Jeff, hs_object_id=2835575684, associated_resources=0, hs_object_source=IMPORT, postal_code=90045, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
  • Advisor Type: Wealth Manager
  • Website:
    https://
  • Phone: 3109124920
  • City: Los Angeles
  • State: California
  • Postal Code: 90045
  • Country: United States
  • Designations: CEPA, CFP
  • Markets Served:
  • Company Name: BMO Private Bank