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Jeffrey Paul Helms

Waverly Advisors, LLC

Birmingham, AL

Pensacola, FL

CRD 5841770

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Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-05-31
AL RA APPROVED 2012-04-21
TX RA APPROVED 2012-04-21
  • FL RA
    APPROVED
    Since 2012-05-31
  • AL RA
    APPROVED
    Since 2012-04-21
  • TX RA
    APPROVED
    Since 2012-04-21

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

350 W Cedar Street, Suite 401, Pensacola, FL 32502 • 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
Warren Averett Asset Management, Llc Pensacola FL 04/2012 01/2022
Waverly Advisors, Llc Pensacola FL 01/2022 Present
  • 04/2012 → 01/2022
    Warren Averett Asset Management, Llc
    Pensacola, FL
  • 01/2022 → Present
    Waverly Advisors, Llc
    Pensacola, FL
Previous Registrations
  • 2010-10-28 → 2012-04-10
    O'SUllivan Creel Wealth Advisors, Llp
    Pensacola, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

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