Jeffrey Loren Haxton
Investment adviser representative at Sgroi Wealth Advisory Group LLC
16 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- LPL Financial LLCJul 2025 to now
- Sgroi Wealth Advisory Group, LLCNov 2017 to now
- Cadaret, Grant & Co., Inc.Oct 2010 to Jul 2025
- Sgroi Financial LLCOct 2010 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 5 states (FL, NC, NY, SC, TX).
Sgroi Wealth Advisory Group LLC
$1.4BAssets managed
7,676Clients
11Advisers
8 yearsIn 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
- 5756656
- Firm CRD
- 289764