Jeff Herman Email and Phone Number
Jeff Herman work email
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Jeff Herman personal email
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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.
The Jeffrey Group
View- Website:
- thejeffrey.group
- Employees:
- 1
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FounderThe Jeffrey Group Oct 2013 - Present
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Wealth AdvisorWagner Wealth Management, Llc Jul 2022 - Sep 2024Greenville, Sc, Us -
Equity Partner/CooWagner Wealth Management, Llc Oct 2013 - Jul 2022Greenville, Sc, Us
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Managing PartnerH&H Real Estate Llc Apr 2009 - Aug 2018Real Estate partnership focused on locating and rehabbing undervalued properties. We have now completed over 60 transactions primarily along the coast of South Carolina.
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Senior Vice President, Retirement SavingsAxa-Equitable Jul 2011 - Jan 2012Selected 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.
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Executive Officer, Head Of Financial InstitutionsAxa Life Japan May 2007 - Jul 2011Paris, Fr, FrServe 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. -
Deputy Head Of Financial InstitutionsAxa Life Japan Jan 2006 - May 2007Paris, Fr, FrRelocated 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.
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Divisional Vice PresidentAxa Distributors Jan 2004 - Jan 2006Managed 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.
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Regional Vice PresidentAxa Distributors Jul 2001 - Jan 2004Recruited 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.
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Regional Vice PresidentDreyfus Aug 1994 - Jul 2001New York, Ny, UsSold 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.
Jeff Herman Skills
Jeff Herman Education Details
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East Carolina UniversityCommunications -
Hibriten High School
Frequently Asked Questions about Jeff Herman
What company does Jeff Herman work for?
Jeff Herman works for The Jeffrey Group
What is Jeff Herman's role at the current company?
Jeff Herman's current role is Wealth Management | Real Estate Investment | Income Investor.
What is Jeff Herman's email address?
Jeff Herman's email address is je****@****ors.com
What schools did Jeff Herman attend?
Jeff Herman attended East Carolina University, Hibriten High School.
What skills is Jeff Herman known for?
Jeff Herman has skills like Financial Services, Investments, Strategic Financial Planning, Mutual Funds, Portfolio Management, Series 7, Series 63, Fixed Annuities, Strategy, Strategic Planning, Retirement Planning, Variable Annuities.
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