JEFFREY PAUL HELMS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 2 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2012-04-21 | present | Yes |
| O'SULLIVAN CREEL WEALTH ADVISORS, LLP | 2010-10-28 | 2012-04-10 | — |