Jeffrey Hays has been an investment adviser representative at SGL Investment Advisors since August 2025, and is not listed among the firm’s executive officers or direct owners.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Jeffrey Hays’ longest registration is the current one, 1 year at S.G. Long & Company since 2025. Before joining SGL Investment Advisors in 2025, Jeffrey Hays was registered through Osaic Wealth, Inc. and Securities America Advisors, Inc.
- S.G. Long & CompanyAlso current– present · 1 yearMissoula, MT · Adviser representative · Firm CRD 47511
- – present · 1 yearMissoula, MT · Adviser representative · Firm CRD 145167
- Osaic Wealth, Inc.– · 1 yearMissoula, MT · Adviser representative · Firm CRD 23131
- Securities America Advisors, Inc.– · under a yearMissoula, MT · Adviser representative · Firm CRD 110518
Investment adviser representative registrations
Jeffrey Hays is registered as an investment adviser representative in Montana, since August 2025.
- MontanaSince 12 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 October 2023 |
| Series 7TO | General Securities Representative Examination | 12 September 2023 |
| SIE | Securities Industry Essentials Examination | 28 July 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7801533
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Hays work?
Jeffrey Hays is an investment adviser representative registered through SGL Investment Advisors, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Hays a financial advisor?
Yes. Jeffrey Hays has a current investment-adviser registration in Montana, through SGL Investment Advisors since August 2025.
How many years of experience does Jeffrey Hays have?
Jeffrey Hays has 3 years in the financial industry, since September 2023, across 4 adviser firms.
What exams has Jeffrey Hays passed?
Jeffrey Hays has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2023.
Where did Jeffrey Hays work before SGL Investment Advisors?
Before SGL Investment Advisors, Jeffrey Hays was registered through Osaic Wealth, Inc., June 2024 to July 2025; Securities America Advisors, Inc., November 2023 to June 2024.
Where is Jeffrey Hays based?
Jeffrey Hays’ registered office is in Missoula, MT.
Is Jeffrey Hays registered with FINRA?
Yes. Jeffrey Hays has a current broker registration, under CRD 7801533.
Source: FINRA BrokerCheck
How can I verify Jeffrey Hays’ record?
Search CRD 7801533 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Hays’ full registration record.
