Jeff Realejo
CRD Number: 6364642Current Firm: Heritage Investment Group, Inc.
Compensation Model: Fee Only
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Investment Group, Inc. | Pompano Beach, FL | Oct 2017 - Current | 6 |
| Tobias Financial Advisors, Inc. | Plantation, FL | Aug 2016 - Aug 2017 | 1 |
| Sentinel Securities, Inc. | Wakefield, MA | Aug 2015 - Jul 2016 | < 1 |
| Sentinel Benefits & Financial Group | Wakefield, MA | Jun 2015 - Jul 2016 | 1 |
| Center For Career And Experiential Education | Kingston, RI | Sep 2014 - May 2015 | < 1 |
| University Of Rhode Island | Kingston, RI | Aug 2011 - May 2015 | 3 |
| Mccabe & Associates | Portland, CT | Jun 2014 - Aug 2014 | < 1 |
| Chris Cotes Golf Course | Portland, CT | Jul 2013 - Aug 2014 | 1 |
| Edward Jones | Portland, CT | Jun 2014 - Jul 2014 | < 1 |
| Yeske Bule, Inc. | Vienna, VA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
-
Total Assets Under Management1,703MILLIONS
-
Total Number of Accounts2,051ACCOUNTS
-
Average Account Value$830,347
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.