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Mac Jefferson, CFA®, AAMS®, CWA®
Financial Consultant



Email:  mjefferson@hilliard.com


Background & Experience
Mac has been with Hilliard Lyons for 16 years and has worked in the industry since 1994. Prior to working at Hilliard Lyons, Mac served as a portfolio manager with BB&T, where he managed over $200 million in discretionary assets. He also was an investment advisor with J.C. Bradford and Co. and Morgan Keegan from 1994 until 1997.


Education & Awards

  • Bachelor of Arts English – 1994, University of the South
  • Chartered Financial Analyst (CFA®)
  • Chartered Wealth Advisor (CWA®)
  • Accredited Asset Management Specialist (AAMS®)
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, Annuities and Long-Term Care Insurance


Organizations & Associations

  • Executive Committee, Inter-Modal Transportation Authority, Inc.
  • Chartered Financial Analyst Society, Louisville, KY
  • United Way of Southern Kentucky Investment Committee Chairman, Bowling Green, KY
  • Salvation Army Advisory Board, Past Chairman, Bowling Green, KY
  • Bowling Green Noon Rotary Club, Past President, Bowling Green, KY
  • Southern Kentucky Estate Planning Council, Past President, Bowling Green, KY
  • Christ Episcopal Church, Finance & Stewardship Committee Member, Bowling Green, KY
  • Board Member, State of Kentucky's Public Pension Oversight Board




Registration

This Financial Consultant is registered in the following state(s): AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WV, WY


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Check the background of this financial professional on FINRA's BrokerCheck.