JH
Jerry N. Hefley
BRIGHT FUTURES WEALTH MANAGEMENT
Macedon, NY
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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.
1. "Bright Futures Wealth Management, LLC",Is Not Investment Related,"1630 Empire Blvd, Ste 100, Webster, NY, 14580, United States", Independent RIA,IAR,9/17/2021,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR for independent RIA 2. The United Church of Marion, Is Not Investment Related,"3848 N Main, , Marion, NY, 14505, United States",Church,Trustee,1/1/2005,3 hours per month,0 hours per month during trading hours, No Compensation Compensation, "Member of the Board of Trustees to oversee financial accounts and physical operations of the church operations. We also address the physical needs of the church. Various repairs, plumbing, heating mowing the lawn. the actual church financial accounts are held at a local outside firm. I have no control or input over their investment decisions."
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Neil Hefley's 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®
NoneExperience
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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)
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 254,375,637 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
