Jeffrey Kenney is a registered investment advisor at Convergence Financial, based in Fayette, MO, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
119 North Main Street, Fayette, MO, 65248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates his LPL business under the DBA Commercial Trust Financial Services and has a financial institution duty with Commercial Trust Company. He also provides administrative support to Convergence Financial LLC, an independent investment advisor firm, and owns J&T Tiger Properties, LLC, a real estate rental business, dedicating minimal time to it.
Employment History
Current Registrations
Convergence Financial
LPL Financial LLCBroker
State Registrations1 state
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