Jeff Herman

Jeff Herman Work

T

Founder

@ The Jeffrey Group

Wealth Advisor

@ Wagner Wealth Management, LLC

Equity Partner and COO

@ Wagner Wealth Management, LLC

Jeff Herman Education

1984 - 1988 BA in Communications

East Carolina University
Hibriten High School

Jeff Herman Skills

Financial ServicesInvestmentsStrategic Financial PlanningMutual FundsPortfolio ManagementSeries 7Series 63Fixed AnnuitiesStrategyStrategic PlanningRetirement PlanningVariable AnnuitiesInsuranceFinancial PlanningWealth ManagementFinancial AdvisoryAsset AllocationSales ManagementBusiness StrategyPublic SpeakingBusiness PlanningSeries 24Asset ManagmentRisk ManagementLeadershipMergers & AcquisitionsWholesaling401kRetirementFinancial MarketsAsset ManagementIRAsSeparately Managed AccountsDefined ContributionHedge FundsEquitiesETFsRelationship ManagementEstate PlanningWealth Management ServicesInvestment ManagementLife InsuranceInvestment StrategiesFixed IncomeInvestment AdvisoryDefined BenefitFinancial PlannersRetirement Income StrategiesIRA'sEntrepreneurshipReal EstateMergers and Acquisitions

Jeff Herman Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Jeff Herman currently works at The Jeffrey Group as Jeff Herman - Founder at The Jeffrey Group.

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