Jeffrey Heveroh
Stonebridge Financial Group · St. Louis, Missouri
Jeffrey Heveroh is a fee-only financial advisor at Stonebridge Financial Group in St. Louis, Missouri. Jeffrey focuses on retirement planning and small business owners. Stonebridge Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Stonebridge Financial Group |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.40B across 1,623 accounts |
| SEC registration | Investment adviser representative in MO · CRD 2968559 |
| Exams passed | Series 63 (1997) · Series 66 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.stonebridgefin.com |
How Jeffrey's firm compares
- Stonebridge Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,623 accounts).
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Questions about Jeffrey
Is Jeffrey Heveroh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Stonebridge Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Stonebridge Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Heveroh based?
Jeffrey Heveroh is based in St. Louis, Missouri.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning and small business owners. Jeffrey works with pre-retirees.
Is Jeffrey Heveroh registered with the SEC?
Yes. Jeffrey Heveroh is registered as an investment adviser representative in MO (CRD 2968559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebridge Financial Group manage?
Stonebridge Financial Group reports $2.40B across 1,623 accounts in assets under management.
How do I contact Jeffrey Heveroh?
Through Jeffrey's website, www.stonebridgefin.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
- Stonebridge Financial 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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