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Jeffrey Paul Ernest

Modern Wealth Management, LLC

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About Jeffrey Paul Ernest

Jeffrey Ernest is a financial advisor with over 8 years of experience in the financial services industry. Jeffrey is currently registered with Modern Wealth Management, LLC, and is also registered as an Investment Advisor Representative. Jeffrey previously worked at National Planning Corporation and Mutual Securities, Inc. Jeffrey is a Series 7 and Series 66 licensed holder and holds the Securities Industry Essentials (SIE) designation. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jeffrey Ernest is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Ernest’s Registration & Firm History

KS

05/17/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

12/15/2015 - 08/29/2016

NATIONAL PLANNING CORPORATION (LENEXA KS)

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Licenses & Designations

BOTH

Issued 06/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Paul Ernest.
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