AeroLeads people directory · profile
Jeff Helms Email & Phone Number
Managing Partner and President
at
First Coast Wealth Advisors
1 work email found
@firstcoastadvisors.com
15 phones found area 904, 202, 503, and 301
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner and President
Location
St Augustine, Florida, United States
Company size
Who is Jeff Helms? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Helms is listed as Managing Partner and President at First Coast Wealth Advisors, a with 3 employees, based in St Augustine, Florida, United States. AeroLeads shows a work email signal at firstcoastadvisors.com, phone signal with area code 904, 202, 503, 301, and a matched LinkedIn profile for Jeff Helms.
Jeff Helms previously worked as Board Chair - City of St Augustine General Employees Retirement Board at City Of St Augustine and Managing Partner/President at First Coast Wealth Advisors. Jeff Helms holds Finance And Financial Management Services from American University - Kogod School Of Business.
Company email context
Email format at First Coast Wealth Advisors
This section adds company-level context without repeating Jeff Helms's masked contact details.
{first_initial}{last}@firstcoastadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jeff Helms. Compare company email patterns before reaching out.
Profile bio
About Jeff Helms
Our firm is focused on wealth consulting for successful families throughout the country. Using a simple and elegant wealth management process, we serve as our clients' personal CFO by managing their investment, tax, and estate planning needs. A seasoned 36 year veteran in the industry, my experience ranges from serving as CEO of a national brokerage firm to consulting for an investment firm founded by a Nobel Prize winner. Using the knowledge and experience I've gained along the way, I crafted a unique approach to wealth consulting and founded First Coast Wealth Advisors with a singular mission -- to make a major difference in the lives of our clients.I've written two books on the subject of wealth planning. My most recent book, "Generation R: A Retirement Nation at Risk", received national coverage when profiled on PBS Nightly Business Report. I also am invited to participate in speaking engagements throughout the country on the subject of America's impending retirement crisis.
Listed skills include Wealth Management, Investment Advisory, Strategic Financial Planning, Estate Planning, and 1 others.
Current workplace
Jeff Helms's current company
Company context helps verify the profile and gives searchers a useful next step.
First Coast Wealth Advisors
6 roles · 24 years
Jeff Helms work experience
A career timeline built from the work history available for this profile.
Board Chair - City Of St Augustine General Employees Retirement Board
CurrentBoard Chair of the City's General Employee Retirement Fund. Oversee investment strategy and interact with city officials to achieve the long term goals of the plan.
Jan 2009 - Present
Managing Partner/President
CurrentFounder and Managing Partner Developed an innovative family office model to work with successful individuals and business owners to coordinate their financial lives. Currently serving more than 300 individual and corporate clients in 14 states. Visit our our blog at http://info.firstcoastadvisors.com/blog.
2003 - Present
~23 yrs 7 mos
Member Board Of Directors
CurrentResponsible for working with senior management to successfully guide a nationally recognized registered investment advisor, broker/dealer, and fintech company. Provide input and guidance on strategic initiatives.
Jun 2010 - Present
Vp - Wealth Management
Developed and implemented fintech strategies for delivering retirement and financial planning services through banks, discount brokerage firms, insurance companies, and independent advisors. Consulted directly with senior management, Board Chair Bill Sharpe (Nobel Prize recipient in 1990), and company investors on strategic development of relationships with Wall Street firms.
May 2002 - Dec 2003
President And Ceo/Board Chair
The Advisors Group
Led the expansion of a Registered Investment Advisor and broker/dealer to more than 400 advisors and $2 billion in assets under management. Developed industry leading investment platforms and served on multiple committees for industry trade associations.
Jan 1985 - Mar 2000
Team & coworkers
Colleagues at First Coast Wealth Advisors
Other employees you can reach at firstcoastadvisors.com. View company contacts for 3 employees →
TB
Tom Burkhard
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
CD
Chris Draughon, Cfp®
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
KM
Kristen Medlin
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
Tom Burkhard
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
CD
Chris Draughon, Cfp®
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
KM
Kristen Medlin
Colleague at First Coast Wealth AdvisorsSt Augustine, Florida, United States
View →
2 education records
Jeff Helms education
Finance And Financial Management Services
American University - Kogod School Of Business
Bachelor'S Degree, Behavioral/Organizational Psychology
University Of Maryland
FAQ
Frequently asked questions about Jeff Helms
Quick answers generated from the profile data available on this page.
What company does Jeff Helms work for?
Jeff Helms works for First Coast Wealth Advisors.
What is Jeff Helms's role at First Coast Wealth Advisors?
Jeff Helms is listed as Managing Partner and President at First Coast Wealth Advisors.
What is Jeff Helms's email address?
AeroLeads has found 1 work email signal at @firstcoastadvisors.com for Jeff Helms at First Coast Wealth Advisors.
What is Jeff Helms's phone number?
AeroLeads has found 15 phone signal(s) with area code 904, 202, 503, 301 for Jeff Helms at First Coast Wealth Advisors.
Where is Jeff Helms based?
Jeff Helms is based in St Augustine, Florida, United States while working with First Coast Wealth Advisors.
What companies has Jeff Helms worked for?
Jeff Helms has worked for First Coast Wealth Advisors, City Of St Augustine, Geneos Wealth Management Inc, Financial Engines, and The Advisors Group.
Who are Jeff Helms's colleagues at First Coast Wealth Advisors?
Jeff Helms's colleagues at First Coast Wealth Advisors include Tom Burkhard, Chris Draughon, Cfp®, and Kristen Medlin.
How can I contact Jeff Helms?
You can use AeroLeads to view verified contact signals for Jeff Helms at First Coast Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeff Helms attend?
Jeff Helms holds Finance And Financial Management Services from American University - Kogod School Of Business.
What skills is Jeff Helms known for?
Jeff Helms is listed with skills including Wealth Management, Investment Advisory, Strategic Financial Planning, Estate Planning, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial