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Jeffrey Henry Massey

AE Wealth Management, LLC

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About Jeffrey Henry Massey

Jeffrey Henry Massey is a financial advisor at AE Wealth Management, LLC. Jeffrey has over 25 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner™ professional and holds Series 6, 63, and 65 licenses. Jeffrey specializes in providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Jeffrey Massey is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Massey’s Registration & Firm History

RI

03/07/2018 - Present

AE Wealth Management, LLC (Warwick RI)

MA

01/21/1998 - 11/01/2001

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

CA

01/30/1996 - 11/18/1997

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

FL

11/29/1993 - 12/31/1995

AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)

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Licenses & Designations

IA

Issued 07/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeffrey Henry Massey. Review regulatory record here.
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