Jeffery Musgrove (CRD# 6617671) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waller, TX and has over 8 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5619901
J.p. Morgan Securities LLC
CRD# 1941926
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Nov 2022 - Current | 1 |
Bayou City Financial Advisors, LLC | Houston, TX | Nov 2020 - Current | 3 |
Bayou City Insurance Brokerage, LLC | Houston, TX | Sep 2020 - Current | 3 |
Jg Musgrove Financial, LLC | Houston, TX | Jun 2019 - Current | 4 |
Tactical Marketing And Management Associates, LLC | Waller, TX | May 2016 - Current | 8 |
Jeffrey G Musgrove, Sole Proprietor | Houston, TX | Nov 1997 - Current | 26 |
Gradient Advisors, LLC | Arden Hills, MN | Jul 2021 - Nov 2022 | 1 |
Changepath, LLC | Leawood, KS | Sep 2019 - Nov 2020 | 1 |
Specialized Advisors, LLC | Dallas, TX | Jan 2019 - Sep 2019 | < 1 |
J.d. Mellberg Financial | Tucson, AZ | Apr 2015 - Sep 2019 | 4 |
Secure Investment Management, LLC | Tucson, AZ | Feb 2016 - Jan 2019 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- TX
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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