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JW
CFP
JW
CFP

Jeffrey Wadsworth

Madison Avenue Securities, LLC
34 Years of Experience
Annapolis, MD
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Wadsworth is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Annapolis, MD, with 34 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

65 Old Solomons Island Rd, Ste 108, Annapolis, MD, 21401

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Closed-No Action
Employment Separation After Allegations
March 2003
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the President/CEO and financial advisor at Wadsworth Financial Consulting, LLC, where he sells various insurance products and annuities. He is also an insurance agent with Advisors Excel, an investment advisor representative with AE Wealth Management, the chairman of the board for a Christian charity, and CEO/President/Financial Advisor at Madison Avenue Securities.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
December 2017 - Present · 8 yrs 10 mos
Ae Wealth Management, LLC
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
G.F. Investment Services, LLCBroker
April 2013 - December 2017 · 4 yrs 8 mos
Global Financial Private Capital, LLC
April 2013 - December 2017 · 4 yrs 8 mos
Invest Financial CorporationBroker
December 2008 - April 2013 · 4 yrs 4 mos
Invest Financial Corporation
December 2008 - April 2013 · 4 yrs 4 mos
Oneamerica Securities, INC.
November 2003 - December 2008 · 5 yrs 1 mo
Oneamerica Securities, INC.Broker
October 2003 - December 2008 · 5 yrs 2 mos
Usallianz Securities, INC.Broker
May 2003 - November 2003 · 6 mos
Wadsworth & Hobson, LLC
January 2003 - August 2003 · 7 mos
Metlife Securities INC.Broker
September 1992 - March 2003 · 10 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 1992 - March 2003 · 10 yrs 6 mos
State Registrations24 states
ALAZCACODCDEFLGAINKYMAMDMONCNJNVNYPARISCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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