Jeffrey HelgesonCRD Number: 1960161
Current Firm: Sterne Agee Investment Advisor Services, Inc.
Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 27 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - Current||2|
|Sterne Agee Financial Services, Inc.||Lynchburg, VA||Sep 2014 - Current||2|
|Wrp Investments, Inc.||Youngstown, OH||Jan 2012 - Current||5|
|Locust Street Securities, Inc.||Lynchburg, VA||Oct 1998 - Current||18|
|Liberty University||Lynchburg, VA||Aug 1998 - Current||18|
|Executive Financial Services||Lynchburg, VA||Nov 1990 - Current||26|
|Ing Financial Partners, Inc.||Des Moines, IA||Jan 2004 - Dec 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management845MILLIONS
Total Number of Accounts5,829ACCOUNTS
Average Account Value$144,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV