Jeffrey Hays
Investment adviser representative at Sgl Investment Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$440.3MFirm assets
11 yearsFirm in business
Are you Jeffrey Hays? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
16 years in the industry.
- Sgl Investment Advisors, Inc.Aug 2025 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsNov 2023 to Jun 2024
- Securities America, Inc.Nov 2023 to Jun 2024
- Westpac Wealth PartnersAug 2023 to Nov 2023
- Missoula County Public SchoolsAug 2010 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
Sgl Investment Advisors, Inc.
$440.3MAssets managed
883Clients
15Advisers
11 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
- 7801533
- Firm CRD
- 145167