Jeff Halvosa
Chief Compliance Officer, TruEdge

Jeff Halvosa brings over 20 years of regulatory and compliance leadership to his role as Chief Compliance Officer at TruEdge. With experience in both broker-dealer and RIA compliance, Jeff is responsible for maintaining a strong compliance infrastructure that supports advisor growth while ensuring adherence to SEC, FINRA, and state regulations.

A strategic thinker and effective risk manager, Jeff has led compliance programs for firms ranging from growing RIA platforms to national advisory networks. His proactive approach is meant to ensure that TruEdge delivers a reliable, compliant environment where advisors can thrive. He holds a Finance degree from Florida International University, the IACCP designation, and multiple industry licenses including Series 7, 24, 53, 63, and 65.