Derek Helman
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Martinsburg, WV 25404
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Wealth management
General retirement planning
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2022 - Present (4 years)
Scf Securities, Inc
2021 - 2022 (1 year)
Scf Investment Advisors, Inc
2021 - 2022 (1 year)
Bank of America, N.A.
2019 - 2021 (2 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2019 - 2021 (2 years)
Ess
2018 - 2019 (1 year)
Mission Financial Advisors
2017 - 2018 (1 year)
Scf Securities, Inc
2017 - 2018 (1 year)
Brother's Express Hagerstown, LLC
2016 - 2018 (2 years)
Brother's Pizza Express
2016 - 2018 (2 years)
FIDELITY iNVESTMENTS
2016 - 2016 (1 year)
leni d's, LLC
2014 - 2016 (2 years)
Liberty University
2012 - 2019 (7 years)
Brother's Pizza & Restaurant, LLC
2008 - 2018 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Tracy R
Series 66
Kearneysville, WV
Edward Jones
Brian Y
CFP®, ChFC®, Series 66
Williamsport, MD
Edward Jones
Jason M
Series 66
Berkeley Springs, WV
Edward Jones
Joshua M
Series 66
Martinsburg, WV
Edward Jones
Alyssa G
Series 66
Williamsport, MD
Edward Jones
Reggie T
Series 66
Martinsburg, WV
Edward Jones
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