About Jeffery
Jeffery A. Seed is the Organizing and Managing Member of Plan Sponsor Adviser, LLC, a company he founded May 2000 to represent the technical, practical, and fiduciary interests of Companies sponsoring 401(k), profit sharing, and pension plans.
The firm is an independent ERISA fiduciary (Adviser) and consultant for Companies sponsoring 401(k), profit sharing, and pension plans. The firm’s registration as an investment adviser (RIA) is August 2004.
His investment advisory responsibilities include trustee-directed (traditional profit sharing) and participant-directed retirement plans.
Industry experience since 1989, and 401(k), profit sharing, and pension plans since 1990.
Education
Bachelors
Licenses
Series 65
Other Credentials
AIF®
IBF Designations
CFS®
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Certified Fund Specialist
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At a Glance
IBF Designations
1
Member Since
2004
Other Credentials
1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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