Jeff Realejo
Heritage Investment Group · Pompano Beach, Florida
Jeff Realejo is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida, who holds the CFP credential. Jeff charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Heritage Investment Group |
|---|---|
| Based in | Pompano Beach, Florida |
| Fee model | Percentage of assets |
| Assets under management | $2.23B across 2,239 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6364642 |
| Exams passed | Series 66 (2015) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
How Jeff's firm compares
- Heritage Investment Group's average account is about $995,000, from its Form ADV (assets managed divided by 2,239 accounts).
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Questions about Jeff
Is Jeff Realejo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Heritage Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff charges a percentage of assets.
Where is Jeff Realejo based?
Jeff Realejo is based in Pompano Beach, Florida.
What does Jeff specialize in?
Jeff's specialties include retirement planning and estate & legacy planning.
What credentials does Jeff Realejo hold?
Jeff Realejo holds the CFP credential.
Is Jeff Realejo registered with the SEC?
Yes. Jeff Realejo is registered as an investment adviser representative in FL (CRD 6364642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investment Group manage?
Heritage Investment Group reports $2.23B across 2,239 accounts in assets under management.
How do I contact Jeff Realejo?
Through Jeff's website, www.heritageinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Heritage Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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