Jeffrey Alan Heveroh
Investment adviser representative at Stonebridge Financial Group, LLC
23 yearsExperience
1 stateRegistered in
$2.4BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Stonebridge Financial Group, LLCSep 2025 to now
- Commonwealth Financial NetworkOct 2003 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Stonebridge Financial Group, LLC
$2.4BAssets managed
805Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968559
- Firm CRD
- 337972