Jeffery Dean Haller

Employer firm

Vestgen Advisors, LLC CRD 318657

$6.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/1998 → 10/2024
  Raymond James Financial Services, Inc.
  Naples, FL
• 01/2009 → 10/2024
  Raymond James Financial Services Advisors, Inc
  Naples, FL
• 09/2011 → Present
  Mohns & Haller, Inc.
  Naperville, IL
• 07/2024 → Present
  Wisdom For Wealth
  Naples, FL
• 10/2021 → Present
  Fountain Wealth Management
  Naperville, IL
• 10/2024 → Present
  Private Client Services
  Naperville, IL
• 10/2024 → Present
  Vestgen Advisors, Llc
  Naperville, IL

Previous Registrations

• 2009-01-02 → 2024-10-18
  Raymond James Financial Services Advisors, Inc
  Naperville, IL
  Naperville, IL
  Fort Myers, FL
  Naples, FL
  Naples, FL
• 1999-01-19 → 2009-01-02
  Raymond James Financial Services, Inc.
  Naperville, IL
  Naperville, IL
  Naperville, IL
  Naples, FL
  Naples, FL
  New Lenox, IL

Other Businesses

1) VestGen Wealth Partners Holdings, LLC. 213 W Union Ave, Wheaton, IL 60187. Financial Services Holding Company. Limited Partner, Principal and Founding Member. Investment related. 2) GRIT Performance. 1222 N Eola, Aurora, IL 60502. Gym & Fitness Training. Passive Investor. 0 hrs/mo. Not investment related. 3) Mohns & Haller, Inc. 2155 CityGate Lane, Ste 125, Naperville, IL 60563. Operating Company thru which payroll and benefits are paid to employees. 50% owner/secretary. 0 hrs/mo; Not investment related. 4) Wisdom4Wealth LLC. 1110 Pine Ridge Rd, Ste 301, Naples, FL 34108. Holdings company for our shares of VestGen Wealth Partners, LLC. Secretary/founding member 46.5% owner. 0 hrs/mo. Not investment related. 5) Wisdom for Wealth, Inc. 1110 Pine Ridge Rd, Ste 301, Naples, FL 34108. Support company for advisory firm. 50% owner/secretary. 0 hrs/mo. Not investment related. 6) VestGen Advisors, LLC. 1605 Colonial Parkway, Inverness, IL 60067. RIA. 160 hrs/mo; 160 during trading hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-19
• S65 Uniform Investment Adviser Law Examination
  1994-04-19

Other Names

• Jeffery D Haller
• Jeffrey Dean Haller