Jeremy Heffernan is a vice president of Wilshire Associates. Mr. Heffernan has over 18 years of industry experience heads distribution efforts for Wilshire Advisor Solutions. 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.
View sales divisions map and contact information.
This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice; nor is it a recommendation or solicitation to purchase or sell any security or to adopt any specific investment strategy. This material represents the current opinion of Wilshire and is subject to change without notice. Information herein which has been obtained from third parties is based on sources believed to be reliable. Wilshire Funds Management does not represent that such information is accurate. Statistical data contained herein is as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is not indicative of future results. Investing involves risk including loss of principal.