Jeffrey G. Hand

HERON WEALTH

RALEIGH, NC

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CRD#: 8175776

Professional summary

Jeffrey Gavin Hand is a registered financial advisor currently at HERON WEALTH LLC located in Raleigh, North Carolina.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jeffrey has worked at 1 firm .

At a Glance

Always Fiduciary

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.

Maxwell Inc. (not investment-related) 4205 Banks Stone Dr. Raleigh, NC 27603 Wedding & Event Venue Founder and CFO 02/2018 to present Average 24 working hours per month, 12 hours per month during security trading hours Supervisory and strategic oversight over business and personnel and financial management Hand Commercial Properties LLC (nvestment related) 4205 Banks Stone Dr. Raleigh, NC 27603 Real Estate Holding/Leasing Managing Partner 07/2020 to present Average 1 working hours per month, fewer than 1 hours per month during security trading hours Financial and regulatory management exclusive of/to a single-tenant commercial building leased to Maxwell Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gavin Hand'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®

None

Experience

Current

January 9, 2026 - Present

HERON WEALTH LLC

RIA

CRD#: 339109

RALEIGH, NC

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HERON WEALTH LLC

CRD#: 339109 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/9/2026 Approved)

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Contact information

Main Address

Raleigh, NC

Mailing Address

Phone number

(732) 986-2763

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.