Jeff Herman Email & Phone Number
Founder
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Jeff Herman Location
- Greenville, SC, US
Jeff Herman Work
- Founder @ The Jeffrey Group (October 2013 - Present)
- Wealth Advisor @ (July 2022 - September 2024)
- Equity Partner and COO @ (October 2013 - July 2022)
- Managing Partner @ H&H Real Estate LLC (April 2009 - August 2018)
- Senior Vice President, Retirement Savings @ AXA-Equitable (July 2011 - January 2012)
- Executive Officer, Head of Financial Institutions @ (May 2007 - July 2011)
- Deputy Head of Financial Institutions @ (January 2006 - May 2007)
- Divisional Vice President @ AXA Distributors (January 2004 - January 2006)
- Regional Vice President @ AXA Distributors (July 2001 - January 2004)
- Regional Vice President @ (August 1994 - July 2001)
Jeff Herman Education
- East Carolina University
BA (Communications)
1984-1988 - Hibriten High School
Jeff Herman Skills
- Financial Services
- Investments
- Strategic Financial Planning
- Mutual Funds
- Portfolio Management
- Series 7
- Series 63
- Fixed Annuities
- Strategy
- Strategic Planning
- Retirement Planning
- Variable Annuities
- Insurance
- Financial Planning
- Wealth Management
- Financial Advisory
- Asset Allocation
- Sales Management
- Business Strategy
- Public Speaking
- Business Planning
- Series 24
- Asset Managment
- Risk Management
- Leadership
- Mergers & Acquisitions
- Wholesaling
- 401k
- Retirement
- Financial Markets
- Asset Management
- IRAs
- Separately Managed Accounts
- Defined Contribution
- Hedge Funds
- Equities
- ETFs
- Relationship Management
- Estate Planning
- Wealth Management Services
- Investment Management
- Life Insurance
- Investment Strategies
- Fixed Income
- Investment Advisory
- Defined Benefit
- Financial Planners
- Retirement Income Strategies
- IRA's
- Entrepreneurship
- Real Estate
- Mergers and Acquisitions
Jeff Herman Summary
- Jeff Herman, based in Greenville, SC, US, is currently a Founder at The Jeffrey Group. Jeff Herman brings experience from previous roles at Wagner Wealth Management, LLC, H&H Real Estate LLC and AXA-Equitable. Jeff Herman holds a 1984 - 1988 BA in Communications @ East Carolina University. With a robust skill set that includes Financial Services, Investments, Strategic Financial Planning, Mutual Funds, Portfolio Management and more. Jeff Herman has 3 emails and 10 mobile phone numbers on RocketReach.
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