Hello, my name is Jefferson Ledgerwood, but I also go by Jeff.

As a father of three children, two girls and a boy, my passion for helping them be prepared for life transfers into my role as a financial advisor, as I am just as passionate about helping my clients achieve their serious long-term financial goals. My wife, Heidi, and I have been residents of Santa Maria since 2012 and are committed to the well-being and betterment of our city and its people. I have had the privilege of participating in Leadership Santa Maria Valley (Class of 2013), getting to volunteer alongside my family through various Serve Santa Maria projects, being a member of the Santa Maria Valley Chamber and participating in the Walk to End Alzheimers.

My professional and education background includes banking and mortgage, accounting, marketing and some non-profit work. I have been both an employee and a small business owner. In 2009, I completed my course work to earn an MBA with a specialization in finance. My bachelor's degree is in business management and administration.

I am focused on serving clients by learning about what matters most to them, documenting their goals, creating tailored advice and partnering with them throughout our lifetimes to help achieve those goals.

I would love to set up a time to speak with you and learn more about where you are in the process of achieving your financial goals and see how we can partner together with you to help you achieve your serious long-term financial goals.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Gardening
  • Reading
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

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