Jeffrey Heppard
Jeffrey Heppard is a registered investment advisor at Belpointe Asset Management LLC, based in Haddon Heights, NJ, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
515 Grove Street, Suite 3C, Haddon Heights, NJ, 08035
Get directionsHistory
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 a passive investor in a strip shopping center since 2015, dedicating minimal time. He also operates Chaslyn Financial Group, which provides investment advisory and insurance solutions, and is an Investment Advisor Representative with Belpointe Asset Management.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Fortune Financial Services, INC.Broker
Bcg Securities, INC.
Bcg Securities, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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.