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Jeff Helgeson - Email & Phone Number

Investment Advisor Representative at Sa Stone Wealth Management Inc.

Jeff Helgeson is based out of Lynchburg, Virginia, United States and works at Sa Stone Wealth Management Inc. as Investment Advisor Representative.

Jeff Helgeson's Contact Information

Jeff Helgeson's Work email
j*****@saswea***.com
Valid
Latest update
October 15, 2025
Location
Lynchburg, Virginia, United States

Jeff's current employer

Sa Stone Wealth Management Inc. logo

Sa Stone Wealth Management Inc.

Description
Providing world-class independent wealth management products and services, and tailored work environment with the highest level of support.
HQ Location
Birmingham, Alabama, United States
Number of employees
501-1000
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Jeff Helgeson

What company is Jeff Helgeson working for?
Jeff Helgeson works for Sa Stone Wealth Management Inc..
What is Jeff Helgeson's function at Sa Stone Wealth Management Inc.?
Jeff Helgeson is Investment Advisor Representative at Sa Stone Wealth Management Inc..
Where is Jeff Helgeson based?
Jeff Helgeson is based out of Lynchburg, Virginia, United States.
What is Jeff Helgeson's work email address?
Jeff Helgeson's professional email address is j*****@saswea***.com
Who are Jeff Helgeson's co-workers?
Jeff Helgeson's colleagues are Jay Carter, Michael Yu, Maribeth Williams, Jeff Riley, Woody Bird, Brian Parker, Matthew Hill, Ryan Moe, Andrew Greene, David Giegel, David Lee, Stephen O'Neill, Katey Burger, Justin Thigpen, Bryan Hackett, Johanna Wilson, Eric Lin, Vickie Benoist, Albert Velez, Brent Nelson, Terrell Graves, Michael Lytle, Deborah Mitchell, Christopher Cowing, Billy Kapanakis, Lawrence Seiden, Lindsey McKinney, Denise Herring, David Sokolowski, Russell Ellis, Chad Karl, Mayo Woodward, Chris Licata, Michael Ames, Zachary Lee.
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Jeff's co-workers

Jay Carter avatar
Jay Carter
CEO and President
Michael Yu avatar
Michael Yu
VP of Technology Solutions
Maribeth Williams avatar
Maribeth Williams
SVP of Client Relations
Jeff Riley avatar
Jeff Riley
VP Financial Advsor
Woody Bird avatar
Woody Bird
Financial Advisor - Vice President - Investments
Brian Parker avatar
Brian Parker
CCO
Matthew Hill avatar
Matthew Hill
SVP, Director of Fiduciary Services
Ryan Moe avatar
Ryan Moe
Managing Director - SA Stone Private Client Group
Andrew Greene avatar
Andrew Greene
Managing Director and Portfolio Manager
David Giegel avatar
David Giegel
Wealth Management Group Director
David Lee avatar
David Lee
Director of Equity Services
Stephen O'Neill avatar
Stephen O'Neill
Director Of Business Development
Katey Burger avatar
Katey Burger
Financial Advisor
Justin Thigpen avatar
Justin Thigpen
Compliance Officer - Investment Advisor Services
Bryan Hackett avatar
Bryan Hackett
Regional Manager
Johanna Wilson avatar
Johanna Wilson
Independent Investment Advisor
Eric Lin avatar
Eric Lin
Financial Advisor
Vickie Benoist avatar
Vickie Benoist
Financial Advisor
Albert Velez avatar
Albert Velez
Financial Advisor
Brent Nelson avatar
Brent Nelson
Reg Principal
Terrell Graves avatar
Terrell Graves
Chief Investment Officer
Michael Lytle avatar
Michael Lytle
Chief Investment Officer
Deborah Mitchell avatar
Deborah Mitchell
Financial Services Consultant
Christopher Cowing avatar
Christopher Cowing
Financial Advisor
Billy Kapanakis avatar
Billy Kapanakis
Lawrence Seiden avatar
Lawrence Seiden
Financial Adviser, RICP® | Advisory services offered thru SA Stone Investment Advisors Inc.
Lindsey McKinney avatar
Lindsey McKinney
Administrative Assistant
Denise Herring avatar
Denise Herring
Financial Advisor
David Sokolowski avatar
David Sokolowski
Financial Advisor
Russell Ellis avatar
Russell Ellis
Regional Manager
Chad Karl avatar
Chad Karl
Certified Financial Planner
Mayo Woodward avatar
Mayo Woodward
Investment Products Manager
Chris Licata avatar
Chris Licata
Independent Investment Advisor
Michael Ames avatar
Michael Ames
Financial Advisor
Zachary Lee avatar
Zachary Lee
Financial Representative
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