Jeffrey Hackney, financial advisor Creve Coeur MO
88 score

Jeffrey Hackney

CRD Number: 6411198
Current Firm: Ae Wealth Management, LLC

Jeffrey Hackney (CRD# 6411198) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management LLC Topeka, KS Jul 2016 - Current < 1
Retirement Advisory Group Creve Coeur, MO Jun 2016 - Current < 1
Wells Fargo Advisors, LLC St Louis, MO Oct 2014 - Jul 2016 1
Plaza Porsche-audi Creve Coeur, MO Dec 2012 - Oct 2014 1
St. Louis Criminal Defense, Llc (self-employed) St. Louis, MO Aug 2008 - Dec 2012 4
Mcmahon Berger St. Louis, MO Jan 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Jeffrey D. Hackney
Phone Number: 866-363-9595
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $203,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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