JH

Jeffery Dean Haller

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

VestGen Advisors charges investment management fees as a percentage of assets under management, up to a maximum of 2% annually. Fees are generally billed quarterly, in advance, based on the custodian's reported value on the last business day of the quarter. In some cases, fees may be billed quarterly in arrears, based on the previous quarter's average daily balance. The firm may charge a lesser fee at its discretion based on various criteria. There is no minimum account size.

Areas of Practice
Investment Management
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Advisor Information

Office location

Naples, FL

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Regulatory History (1)
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Criminal
September 1985
Final Disposition
Other Business Activities

Jeffery is a limited partner, principal, and founding member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. He also dedicates full-time hours to VestGen Advisors, LLC, a Registered Investment Advisor (RIA).

Employment History
Current Registrations
Vestgen Advisors, LLC
October 2024 - Present · 1 yr 3 mos
Private Client Services, LLC Broker
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - October 2024 · 15 yrs 9 mos
Raymond James Financial Services
January 1999 - January 2009 · 10 yrs
Raymond James Financial Services, INC.Broker
November 1998 - October 2024 · 25 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 1994 - November 1998 · 4 yrs 7 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.