Jeffrey Alex Hegedus

Employer firm

Milestone Financial Associates, LLC CRD 336684

$654M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 06/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2011 → 09/2020
  Calpine Corporation
  Bethlehem, PA
• 01/2017 → 05/2020
  Northampton Community College
  Bethlehem, PA
• 05/2020 → 05/2022
  Desales University
  Center Valley, PA
• 10/2021 → 11/2021
  Ugi Utilities Inc.
  Bethlehem, PA
• 11/2020 → 12/2020
  Americorps - Norwescap
  Phillipsburg, NJ
• 06/2022 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → 02/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Milestone Financial Associates, Llc
  Macungie, PA
• 02/2025 → 08/2025
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2024-01-03 → 2025-08-14
  Commonwealth Financial Network
  Macungie, PA
  Nazareth, PA
  Wausau, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-01
• S63 Uniform Securities Agent State Law Examination
  2022-03-08

Designations

• Certified Financial Planner

Other Names

• Jeffrey Alex Hegedus
• Jeff Alex Hegedus
• Jeffrey Hegedus
• Jeff Hegedus
• Jeffrey Alex Hegedus