Jeffrey Ernest, financial advisor Lenexa KS

Jeffrey Ernest

CRD Number: 6306064
Current Firm: Modern Wealth Management, LLC

Jeffrey Ernest (CRD# 6306064) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Modern Wealth Management, LLC Lenexa, KS Apr 2023 - Current < 1
Mutual Securities, Inc. Camarillo, CA Aug 2016 - Current 7
Barber Financial Group Lenexa, KS Feb 2014 - Current 10
National Planning Corporation Lenexa, CA Sep 2015 - Aug 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Jeffrey P. Ernest
Phone Number: 913-825-1000
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    1,535
    MILLIONS
  • Total Number of Accounts
    7,700
    ACCOUNTS
  • Average Account Value
    $199,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, SC, SD, TN, TX, VA, WI

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