Jeffery Dean Haller

Vestgen Advisors, LLC

31 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment Management

Vestgen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

52 advisors

Number of Clients

9,453 clients

Average Client Portfolio

$367K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Naples, FL

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History

Regulatory History (1)

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Criminal

September 1985

Final Disposition

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Other Business Activities

Jeffery is a limited partner, principal, and founding member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. He also dedicates full-time hours to VestGen Advisors, LLC, a Registered Investment Advisor (RIA).