Jeffrey Hays
Jeffrey Hays is a registered investment advisor at S.G. Long & Company, based in Missoula, MT, with 3 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.
Location
283 W Front Street Suite 302, Missoula, MT, 59802
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 coaches high school basketball, runs a basketball camp, and facilitates a free basketball academy. He also works full-time as a financial advisor providing insurance, annuities, and securities to clients.
Employment History
Current Registrations
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
S.G. Long & Company
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Park Avenue Securities LLCBroker
State Registrations4 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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