Jeff D Realejo

Employer firm

Heritage Investment Group, Inc. CRD 113204

$2.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTATIONS

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

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

Current Employers

Employment History

• 10/2017 → Present
  Heritage Investment Group, Inc.
  Pompano Beach, FL
• 08/2016 → 08/2017
  Tobias Financial Advisors, Inc.
  Plantation, FL

Previous Registrations

• 2015-10-01 → 2016-07-22
  Sentinel Pension Advisors, Llc.
  Wakefield, MA

Other Businesses

1. Various insurance companies; Non Investment-Related; Sunrise, FL; Insurance; Insurance Agent; 03/23/2017; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time. 2. Realejo 4 MA, Inc.; Non Investment-Related; Coconut Creek, FL; Operates franchise of Aroma Joe Coffee House; Director, Vice President; 10/2020; 0 hrs/mo; 0 hrs/mo during securities trading hours; None.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-24

Designations

• Certified Financial Planner