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Jeffrey Alex Hegedus

Milestone Financial Associates, LLC

Macungie, PA

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Current Employers
Milestone Financial Associates, Llc

330 East Main Street, Macungie, PA 18062 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-03
  • PA RA
    APPROVED
    Since 2025-08-03

Branch Locations

330 East Main Street, Macungie, PA 18062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 01/2022 06/2022
Calpine Corporation Bethlehem PA 08/2011 09/2020
Northampton Community College Bethlehem PA 01/2017 05/2020
Desales University Center Valley PA 05/2020 05/2022
Ugi Utilities Inc. Bethlehem PA 10/2021 11/2021
Americorps - Norwescap Phillipsburg NJ 11/2020 12/2020
Commonwealth Financial Network Waltham MA 06/2022 09/2024
Commonwealth Financial Network Waltham MA 09/2024 02/2025
Milestone Financial Associates, Llc Macungie PA 08/2025 Present
Commonwealth Financial Network Waltham MA 02/2025 08/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-01
S63 Uniform Securities Agent State Law Examination 2022-03-08
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01
  • S63 Uniform Securities Agent State Law Examination
    2022-03-08
Designations
Other Names
  • Jeffrey Alex Hegedus
  • Jeff Alex Hegedus
  • Jeffrey Hegedus
  • Jeff Hegedus
  • Jeffrey Alex Hegedus

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MACUNGIE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Macungie, PA
OSAIC WEALTH, INC. · EMMAUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · EMMUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Emmaus, PA
INTEGRITY ALLIANCE, LLC. · Macungie, PA
KEY INVESTMENT SERVICES LLC · EMMAUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · EMMAUS, PA

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