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Jeffrey Trause




TPS Financial
501 Broadway 2nd Floor
Point Pleasant Beach, NJ 08742
Phone: (732) 701-0024
Fax:        (732) 701-0026

Professional Background

Jeffrey Trause is a Partner at TPS Financial and a Financial Advisor with
AXA Advisors, LLC since 1996. During his tenure, he has grown his financial
practice to well over 2,000 individual and business clients. Jeff began his
career in the Health Care Industry where he ultimately earned executivelevel
positions. For 22 years, he worked to improve the administration of
health benefits both in practice and implementation. His experience and
expertise in executive-level management further enabled him to
bring the most current planning products, solutions and services to
his clients.

  • BA in Health Care Administration
  • Certification in Retirement Planning from The Wharton School of the University of Pennsylvania.
  • FINRA Series 6, 7, 24, 63 and 65 Registrations
  • Life and Health Licensure in CA, CT, DC, DE, MA, MO, NC, NJ,NY, OK, PA
  • (IAR) Investment Advisory Representative Designation
  • National Leaders Forum for 19 years
  • 2011 Earned Superior Achievement Award
  • 2006 AXA Hall of Fame

Investment Focuses

Jeffrey’s focus at TPS Financial is in Retirement Planning,Estate Planning, Business Strategies, Investment Management,
and Executive/Group Benefit Plans. He has been awarded the honored title of Retirement Planning Specialist by AXA
Advisors, based upon the successful receipt of a Certificate in Retirement Planning from Wharton. Jeff also maintains an
impressive array of industry qualifications as well as a career’s worth of experience in Executive/Group Benefit Plans. He is a leading Advisor at TPS Financial focusing on his client’s well-being and assisting them with planning for the future.


Jeff and his wife, Dawn reside in Spring Lake, NJ where they maintain an active lifestyle. His vision of working in a partnership with his son, Brian was realized in 2006 and together they manage the TPS Financial office in Point Pleasant Beach, NJ. Jeff is a Past-President in Kiwanis and has invested in a legacy of dedication to his clients through professionalism and ethical excellence.