Jeremy Heffernan is a vice president of Wilshire Associates. Mr. Heffernan has 17 years of industry experience and serves as the relationship manager for several of Wilshire’s financial intermediary clients, overseeing all client-facing activities including business development, marketing, and field sales support. Prior to joining Wilshire in 2012, Mr. Heffernan marketed investment strategies 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 and has also completed the Fundamentals of Alternative Investments Online Certificate Program® developed by the CAIA Association.
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This information is for information purposes only. This information represents the current opinion of the firm. Information herein which has been obtained from third parties are based on sources believed to be reliable. Wilshire Funds Management does not represent that such information it is accurate. Statistical data contained herein are as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is no guarantee of future results. Investing involves risk including loss of principal.
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