This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

VESTGEN ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 19, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Apr 19, 1994

First registration

Jan 19, 1999

Dual registered

yes, broker-dealer

Other names

JEFFERY D HALLER|JEFFREY DEAN HALLER

IAPD individual key

2458776

• Occurred

  Oct 18, 2024
  Advisor changed firm

  Jeffery Dean Haller left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2024-10-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61e82ec7-9c7b-e161-36ce-ab4a25b1446c

First observed

Jan 19, 1999

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.