Jeff Herman is a 30-year veteran of the Financial Services industry, having held positions ranging from Retail Advisor to Executive Officer. Jeff got his start in the industry as an Independent Advisor right out of college, partnering with his father, a CPA in Hickory, NC. He then spent ten years as a representative for Dreyfus Investments and AXA Equitable, working with the largest financial institutions in the United States.
During his time with AXA, he was asked to relocate to Japan to build a distribution channel for their top-selling Variable Annuity. His group of 100 staff, with strategic relationships nationwide, grew the sales to $1.2 billion. Jeff returned to the Advisory world in 2013 by taking an ownership stake in Wealth Management Advisors, LLC, an SEC-registered RIA, where he served as the Chief Operating Officer and Chief Compliance officer.
In the Greenville, SC, region, Jeff is passionate about giving back to the community that supports The Jeffrey Group. His volunteering and board experience includes working with the Greenville Chamber of Commerce, the Humane Society, and UCAN.
Additionally, Jeff has taught financial education classes to middle schools in the area through Junior Achievement. He has supported the local community through the Red Cross Chapter, the American Heart Association, Cancer Survivors Park, and other local non-profits.
