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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JH

Jerry N. Hefley

BRIGHT FUTURES WEALTH MANAGEMENT
Macedon, NY
Some features on this profile are disabled
CRD#: 1468922
JH

Professional summary

Jerry Neil Hefley is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in Macedon, New York and SILVER OAK SECURITIES, INCORPORATED located in Macedon, New York.

Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jerry has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Neil Hefley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 17, 2021 - Present

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

RIA
CRD#: 284920
Macedon, NY
Current

November 4, 2025 - Present

SILVER OAK SECURITIES, INCORPORATED

RIA
BD
CRD#: 46947
Macedon, NY
Past

March 21, 2024 - November 4, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MACEDON, NY
Past

March 31, 2021 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
MACEDON, NY
Past

January 31, 2005 - November 4, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
MACEDON, NY
Past

July 3, 2001 - February 16, 2005

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 6, 2000 - July 20, 2001

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

November 13, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 13, 1997 - April 5, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maine
(11/5/2025)
RR
Maryland
(11/13/2025)
IAR
New York
(9/17/2021)
RR
New York
(11/4/2025)
RR
Oklahoma
(11/5/2025)
RR
Virginia
(11/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/12/1997
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
PREMIUM
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Contact information

Main Address
1630 Empire Blvd. Suite 100, Webster, NY 14580
Mailing Address
Phone number
(585) 231-1595
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-BRIGHT FUTURES WEALTH MANAGEMENT, LLC (11/11/2025)
BRIGHT FUTURES WEALTH MANAGEMENT, LLC WRAP FEE PROGRAM (11/11/2025)

Regulatory assets under management

Total Number of Accounts1,404
AUM (Assets Under Management)$ 254,375,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

CRD#: 284920Macedon, NY

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