Jeremy Heffernan

About Jeremy Heffernan

Jeremy Heffernan is a Strategic Accounts Director at Focus Partners Advisor Solutions. He oversees several of Focus Partners\' financial intermediary relationships, has over 20 years of industry experience, and is based out of Los Angeles, CA.Prior to joining Focus Partners (formerly Buckingham Strategic Partners) in 2023, Mr. Heffernan served as Vice President and Principal at Wilshire for eleven years. During his tenure, he led managed portfolio distribution and cultivated Wilshire\'s strategic relationships with Turnkey Asset Management Platforms. Additionally, his extensive industry experience includes roles at Genworth Financial Wealth Management (now AssetMark), Pacific Life Insurance Company, and TD Ameritrade.Mr. Heffernan earned his BA in history from Iowa State University, and studied international relations at Creighton University’s Graduate School. He is a Series 7 and 63 registered representative with Foreside, a third-party broker-dealer. Mr. Heffernan earned the CFA Institute’s Investment Foundations certificate, Fi360’s Accredited Investment Fiduciary® (AIF®) and has also completed the Fundamentals of Alternative Investments Online Certificate Program® developed by the CAIA Association.

Experience

1. Strategic Accounts Director

   Focus Partners Advisor Solutions

   Jan 2025 — Present · Los Angeles, CA, US

   Focus Partners Advisor Solutions is a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor\'s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Focus Partners Advisor Solutions is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025.

Education

• Creighton University

  International Relations

  2002 — 2007

• Iowa State University

  Bachelor of Arts, History

  1994 — 1999

Skills

• Consultative Selling
• Sales
• 401k
• Investment Management
• Equities
• Investments
• Morningstar
• Unified Managed Accounts
• Asset Managment
• Securities
• Salesforce.com
• Asset Allocation
• Mutual Funds
• Wealth Management
• Asset Management
• Financial Advisory
• Trading
• Financial Planning
• Series 7
• Salesforce.com Administration
• Annuities
• Portfolio Management
• Etfs
• Fixed Annuities
• Selling
• Investment Advisory
• Options
• Alternative Investments
• Separately Managed Accounts