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Jeffrey Dyer Hale

Commonwealth Financial Network

Norfolk, VA

CRD 7847056

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-26
  • VA RA
    APPROVED
    Since 2026-08-26

Branch Locations

2460 E Little Creek Rd Unit B, Norfolk, VA 23518 • 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
United States Navy Norfolk VA 05/2007 Present
Commonwealth Financial Network Waltham MA 12/2023 05/2026
Commonwealth Financial Network Waltham MA 05/2026 Present
Milestone Financial Norfolk VA 12/2023 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-22
  • S66 Uniform Combined State Law Examination
    2026-07-22

View on SEC IAPD

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