Jeff Pilate

Jeff Pilate

Life Administration Manager

Phone: 407-896-8880 Ext. 307
Fax: 407-896-7470
E-mail:

Jeff manages the Life Department for Cash & Associates. Jeff Graduated from the University of Oklahoma in June of 1989 with a major in Finance and Management. He started his career by passing the FINRA Series 7 exam (General Securities Representative) and working as a bond broker with Stifel Nicolaus, a regional wirehouse. In 1991, he moved to Charles Schwab & Co. as a representative in the Oklahoma City Branch. Later Jeff was promoted to a Schwab 500 Service as a Senior Representative for Active trades. This promotion moved Jeff to Denver, Colorado in 1995. After another career move with Charles Schwab, Jeff was relocated to Orlando, Florida in 1999 where he became the manager of an emerging affluent call team. In an effort to have more hands on experience with clients, Jeff joined Schwab Private Client in 2003 as an Associate Portfolio Consultant. While in the Private Client division, Jeff earned the Registered Para Planner and Accredited Asset Management Specialist Designations as well as the Life, Health, and Annuity license. 

As the Life Administration Manager, Jeff is responsible for preparing John T. Cash, Jr. and John T. Cash, III to meet with their clients and prospective clients as well as servicing the current books of business.

His responsibilities include:

• Case design
• Medical record follow-up
• Servicing existing business
• Application submission and follow-up
• Responding to client’s questions and concerns
• Remaining current on new company products and procedures

Jeff is an active member of Antioch Missionary Baptist Church in Oviedo, Florida.