Jeremy Heffernan's Location
Los Angeles, CA, US
Jeremy Heffernan's Work
- Strategic Relations Manager @ Loring Ward
- Vice President - Head of Managed Portfolio Distribution @ Wilshire Advisors LLC
- Vice President - Relationship Manager - TAMPs and Subadvisory @ Wilshire Advisors LLC
- Vice President - Western Regional Manager @ Wilshire Advisors LLC
- Outside Advisor @ LOGICLY, A VettaFi Company
- Regional Consultant @ AssetMark
- Internal Consultant @ AssetMark
- Internal Wholesaler @ Pacific Life
- Broker Dealer Back Office Associate and Sales Assistant @ Manarin Investment Counsel
- Equity and Options Trader @ TD Ameritrade
Jeremy Heffernan's Education
- Iowa State University
Bachelor of Arts (History)
1994 - 1999 - Creighton University
(International Relations)
2002 - 2007
Jeremy Heffernan's Skills
- Series 7
- Mutual Funds
- Annuities
- Options
- Asset Allocation
- Financial Advisory
- Alternative Investments
- Investments
- Financial Planning
- Securities
Jeremy Heffernan's Summary
Jeremy Heffernan, based in Los Angeles, CA, US, is currently a Strategic Relations Manager at Buckingham Strategic Partners, bringing experience from previous roles at Wilshire and LOGICLY, A VettaFi Company. Jeremy Heffernan holds a 1994 - 1999 Bachelor of Arts in History @ Iowa State University. With a robust skill set that includes Series 7, Mutual Funds, Annuities, Options, Asset Allocation and more, Jeremy Heffernan contributes valuable insights to the industry. Jeremy Heffernan has 5 emails and 1 mobile phone number on RocketReach.
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