Jerry Hefley
Jerry Hefley is a registered investment advisor at Silver Oak Securities, INC., based in Macedon, NY, with 28 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
Macedon, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Jerry sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care. He also works for Bright Futures Wealth Management as a sales representative and investment advisor, spending about a quarter of his time on advisory business.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
New England SecuritiesBroker
Mony Securities CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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