Jeffrey Beyer (CRD# 5731082) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Newtown, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Feb 2019 - Current | 5 |
| Jsbj Enterprises, Inc. Dba Paladin Retirement Advisors | Newton, PA | Oct 2009 - Current | 14 |
| Jeffrey Beyer Rental Properties | Washington Crossing, PA | Jan 2003 - Current | 21 |
| Usa Financial Securities Corporation | Ada, MI | Jan 2017 - Feb 2019 | 2 |
| Usa Financial Securities Corporation | Ada, MI | Jan 2017 - Feb 2019 | 2 |
| United Planners' Financial Services Of America | Newton, PA | Mar 2014 - Dec 2016 | 2 |
| United Planners' Financial Services Of America | Newton, PA | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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