Jeffrey Helgeson, financial advisor Lynchburg VA

Jeffrey Helgeson

CRD Number: 1960161
Current Firm: Stonex Advisors Inc.

Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Stonex Advisors Inc. in Lynchburg, VA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stonex Advisors Inc. Lynchburg, VA Jan 2015 - Current 9
Stonex Securities Inc. Lynchburg, VA Sep 2014 - Current 9
Liberty University Lynchburg, VA Aug 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Jeffrey S. Helgeson
Phone Number: 800-292-2411
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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