Jeff Herman
Founder at The Jeffrey Group | Greenville, South Carolina, United States
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Founder at The Jeffrey Group in October 2013 to Present
Wealth Advisor at Wagner Wealth Management, LLC in July 2022 to September 2024
Equity Partner/COO at Wagner Wealth Management, LLC in October 2013 to July 2022
Managing Partner at H&H Real Estate LLC in April 2009 to August 2018
Senior Vice President, Retirement Savings at AXA-Equitable in July 2011 to January 2012
Executive Officer, Head of Financial Institutions at AXA Life Japan in May 2007 to July 2011
Deputy Head of Financial Institutions at AXA Life Japan in January 2006 to May 2007
Divisional Vice President at AXA Distributors in January 2004 to January 2006
Regional Vice President at AXA Distributors in July 2001 to January 2004
Regional Vice President at Dreyfus in August 1994 to July 2001
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Hibriten High School
East Carolina University, BA, Communications, March 1984 to March 1988
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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
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Discover more about The Jeffrey GroupWhat is Jeff Herman email address?
Email Jeff Herman at [email protected], [email protected] and [email protected]. This email is the most updated Jeff Herman's email found in 2025.
What is Jeff Herman phone number?
Jeff Herman phone number is 704-906-5025 and 7048581158.
How to contact Jeff Herman?
To contact Jeff Herman send an email to [email protected], [email protected] or [email protected]. If you want to call Jeff Herman try calling on 704-906-5025 and 7048581158.
What company does Jeff Herman work for?
Jeff Herman works for The Jeffrey Group
What is Jeff Herman's role at The Jeffrey Group?
Jeff Herman is Founder
What industry does Jeff Herman work in?
Jeff Herman works in the Financial Services industry.
Jeff Herman Email Addresses
Jeff Herman Phone Numbers
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