JH
JH

Jerry Neil Hefley

28 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Loading...

Location

Macedon, NY

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003
Settled
Other 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
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLC
March 2021 - March 2024 · 3 yrs
Cetera Advisors LLCBroker
January 2005 - November 2025 · 20 yrs 10 mos
New England SecuritiesBroker
July 2001 - February 2005 · 3 yrs 7 mos
Mony Securities CorporationBroker
April 2000 - July 2001 · 1 yr 3 mos
AXA Advisors, LLCBroker
November 1997 - April 2000 · 2 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1997 - January 2000 · 2 yrs 2 mos
State Registrations5 states
MDMENYOKVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.