Founder
Current
Oct 2013 - Present
AeroLeads people directory · profile
Jeff Herman Email & Phone Number
Wealth Management | Real Estate Investment | Income Investor
at
The Jeffrey Group
2 work emails found
@wagnerwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management | Real Estate Investment | Income Investor
Location
Greenville, South Carolina, United States
Company size
Who is Jeff Herman? Overview
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Quick answer
Jeff Herman is listed as Wealth Management | Real Estate Investment | Income Investor at The Jeffrey Group, a with 1 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at wagnerwealth.com and a matched LinkedIn profile for Jeff Herman.
Jeff Herman previously worked as Founder at The Jeffrey Group and Wealth Advisor at Wagner Wealth Management, Llc. Jeff Herman holds Ba, Communications from East Carolina University.
Company email context
Email format at The Jeffrey Group
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{first}@wagnerwealth.com
89% confidence
AeroLeads found 2 current-domain work email signals for Jeff Herman. Compare company email patterns before reaching out.
Profile bio
About Jeff Herman
As a Wealth Advisor, my focus is on guiding clients through the complexities of financial markets to create financial freedom. This is accomplished by saving, investing and creating lasting streams of income. My approach has been fine tuned by decades of investing experience in Equity, Fixed Income and Real Estate markets.Drawing upon years of experience, working with both individual and corporate clients, has proven vital in helping clients achieve their financial goals.Securities and Investment Advisory Services offered through Fortress Private Ledger, Member FINRA/SIPC.
Listed skills include Financial Services, Investments, Strategic Financial Planning, Mutual Funds, and 45 others.
Current workplace
Jeff Herman's current company
Company context helps verify the profile and gives searchers a useful next step.
The Jeffrey Group
10 roles
Jeff Herman work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Jul 2022 - Sep 2024
Equity Partner/Coo
Oct 2013 - Jul 2022
Managing Partner
H&H Real Estate Llc
Real Estate partnership focused on locating and rehabbing undervalued properties. We have now completed over 60 transactions primarily along the coast of South Carolina.
Apr 2009 - Aug 2018
Senior Vice President, Retirement Savings
Axa-Equitable
Selected to oversee expansion of AXA’s Retirement Savings portfolio by launching a business unit that delivers in plan guarantees for the defined contribution institutional market. Overarching goals are to build the unit’s infrastructure and oversee the operational service model while driving the commercial success of the venture.
Jul 2011 - Jan 2012
Executive Officer, Head Of Financial Institutions
Serve as an Executive Officer and member of the Management Committee which develops and executes overall company strategy and direction. Promoted to lead a department comprised of more than 90 professionals responsible for selling variable annuities to banks and securities firms in Japan. Manage sales, revenue, payroll, incentive expenses, and ensure that profit margin is achieved. Tripled the size of the department since 2007; high performing team is recognized for strong productivity, high morale, and low attrition.
May 2007 - Jul 2011
Deputy Head Of Financial Institutions
Relocated to the Tokyo office to create a flexible and scalable infrastructure for the sale of Variable Annuities to banks and securities firms in Japan. Hired, trained, and led a team of 30 professionals responsible for turning around and recreating the Bancassurance line of business to support overall corporate goals. Built sales and activity reporting structures for wholesalers, sales managers, and account managers while developing new and innovative financial products.
Jan 2006 - May 2007
Divisional Vice President
Axa Distributors
Managed the east coast bank channel consisting of 9 senior wholesalers and 3 junior wholesalers. Responsible for selling Variable Annuities to banks for retail distribution. Recruited and developed 3 new employees to become high performers.
Jan 2004 - Jan 2006
Regional Vice President
Axa Distributors
Recruited to Equitable to manage a wholesaler territory in the states of North Carolina, South Carolina, and Virginia. Hired because of long standing broker relationships and an outstanding reputation in the region.
Jul 2001 - Jan 2004
Regional Vice President
Sold wholesale investment services to banks, independent brokers, and financial planning firms in a territory which encompassed the states of North Carolina, South Carolina, Georgia, and Florida.
Aug 1994 - Jul 2001
2 education records
Jeff Herman education
Ba, Communications
East Carolina University
Education record
Hibriten High School
FAQ
Frequently asked questions about Jeff Herman
Quick answers generated from the profile data available on this page.
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 listed as Wealth Management | Real Estate Investment | Income Investor at The Jeffrey Group.
What is Jeff Herman's email address?
AeroLeads has found 2 work email signals at @wagnerwealth.com for Jeff Herman at The Jeffrey Group.
Where is Jeff Herman based?
Jeff Herman is based in Greenville, South Carolina, United States while working with The Jeffrey Group.
What companies has Jeff Herman worked for?
Jeff Herman has worked for The Jeffrey Group, Wagner Wealth Management, Llc, H&H Real Estate Llc, Axa-Equitable, and Axa Life Japan.
How can I contact Jeff Herman?
You can use AeroLeads to view verified contact signals for Jeff Herman at The Jeffrey Group, including work email, phone, and LinkedIn data when available.
What schools did Jeff Herman attend?
Jeff Herman holds Ba, Communications from East Carolina University.
What skills is Jeff Herman known for?
Jeff Herman is listed with skills including Financial Services, Investments, Strategic Financial Planning, Mutual Funds, Portfolio Management, Series 7, Series 63, and Fixed Annuities.
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