Jeffrey Haxton

Registered Representative
Certified Financial Planner™

Certified Financial Planner™ and a Dave Ramsey SmartVestor Pro, Jeffrey takes pride in developing a financial plan tailored to each client’s personal needs. He provides the most ethical and effective financial solutions for investing, retirement planning, estate planning, debt-free lifestyles, insurance needs, as well as helping clients create and preserve wealth.

Jeffrey Haxton

Registered Representative
Certified Financial Planner™


University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations

Professional Experience

Currently holds the following licenses:
• Series 6
• Series 7
• Series 63
• Series 66
• Life, Accident, and Health Insurance
• NYS Long-Term Care Partnership

Has been with Sgroi Financial since 2010

Contact Information

Assistant Contact Information

Cassie Scibran

Cassie Scibran


Sgroi Financial, LLC BBB Business Review

Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA