Jeffery Wagner is a registered investment advisor, based in Lenexa, KS, with 6 years of industry experience.
Location
8801 Renner Blvd, Suite 300, Lenexa, KS, 66219
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffery works as an associated person at AE Wealth Management LLC, providing investment advice for a fee. This is a full-time commitment.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Ae Wealth Management, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Umb Financial Services, INC.
September 2022 - September 2024 · 2 yrs
Umb Financial Services, INC.Broker
September 2022 - September 2024 · 2 yrs
Copper FinancialBroker
October 2020 - November 2021 · 1 yr 1 mo
Copper Financial
October 2020 - November 2021 · 1 yr 1 mo
Waddell & Reed
January 2020 - October 2020 · 9 mos
Waddell & ReedBroker
December 2018 - October 2020 · 1 yr 10 mos
State Registrations1 state
KS
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.