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Jason Hefter Email & Phone Number
Senior Investment Analyst
at
Heritage Wealth Management, Inc.
1 work email found
@cambridgeassociates.com
2 phones found area 617
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Analyst
Location
San Diego, California, United States
Company size
Who is Jason Hefter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jason Hefter is listed as Senior Investment Analyst at Heritage Wealth Management, Inc., a company with 9 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at cambridgeassociates.com, phone signal with area code 617, and a matched LinkedIn profile for Jason Hefter.
Jason Hefter previously worked as Senior Research Associate at Aksia and MBA Candidate at University Of Michigan - Stephen M. Ross School Of Business. Jason Hefter holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
Company email context
Email format at Heritage Wealth Management, Inc.
This section adds company-level context without repeating Jason Hefter's masked contact details.
{first_initial}{last}@cambridgeassociates.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jason Hefter. Compare company email patterns before reaching out.
Profile bio
About Jason Hefter
Jason Hefter is a Senior Investment Analyst at Heritage Wealth Management, Inc.. He possess expertise in microsoft excel, time management, access, public speaking, teamwork and 6 more skills. He is proficient in English.
Listed skills include Microsoft Excel, Time Management, Access, Public Speaking, and 7 others.
Current workplace
Jason Hefter's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Wealth Management, Inc.
12 roles
Jason Hefter work experience
A career timeline built from the work history available for this profile.
Senior Research Associate
Current
Jul 2023 - Present
Aug 2021 - Jul 2023
Summer Associate
May 2022 - Aug 2022
Mba Strategy Consultant
Mar 2022 - Jun 2022
Senior Investment Associate
Jul 2020 - Aug 2021
Management Team Leader
Oct 2019 - Aug 2021
Investment Associate
Jul 2019 - Jul 2020
Investment Analyst
Sep 2017 - Jun 2019
Student Mentor - Charlestown High School
Oct 2018 - Jul 2019
Wholesaler - Global Distribution
Jun 2015 - Aug 2017
Institutional Sales - Intern
May 2014 - Aug 2014
2 education records
Jason Hefter education
Master Of Business Administration - Mba
Bachelor Of Finance, Finance
FAQ
Frequently asked questions about Jason Hefter
Quick answers generated from the profile data available on this page.
What company does Jason Hefter work for?
Jason Hefter works for Heritage Wealth Management, Inc..
What is Jason Hefter's role at Heritage Wealth Management, Inc.?
Jason Hefter is listed as Senior Investment Analyst at Heritage Wealth Management, Inc..
What is Jason Hefter's email address?
AeroLeads has found 1 work email signal at @cambridgeassociates.com for Jason Hefter at Heritage Wealth Management, Inc..
What is Jason Hefter's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Jason Hefter at Heritage Wealth Management, Inc..
Where is Jason Hefter based?
Jason Hefter is based in San Diego, California, United States while working with Heritage Wealth Management, Inc..
What companies has Jason Hefter worked for?
Jason Hefter has worked for Heritage Wealth Management, Inc., Aksia, University Of Michigan - Stephen M. Ross School Of Business, Launch Factory, and Fidelity Investments.
How can I contact Jason Hefter?
You can use AeroLeads to view verified contact signals for Jason Hefter at Heritage Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jason Hefter attend?
Jason Hefter holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
What skills is Jason Hefter known for?
Jason Hefter is listed with skills including Microsoft Excel, Time Management, Access, Public Speaking, Teamwork, Leadership, Big Brother, and Research.
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