Jeffrey Helgeson
Jeffrey Helgeson is a ChFC-designated registered investment advisor at Stonex Advisors INC., based in Lynchburg, VA, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2250 Murrell Road, Suite E, Lynchburg, VA, 24501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent and owner of Executive Financial Services, dedicating about 10-20% of his time to selling insurance. He also works as an adjunct professor at Liberty University, Sweet Briar College, and Kentucky State University, spending about 10-20% of his time at each institution.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Executive Financial Services
Locust Street Securities, INC.Broker
Equity Services, INC.Broker
Forth Financial Securities, CorporationBroker
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.