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Jeffrey Robert Wegner

Money Management Concepts Inc.

Melbourne, FL

CRD 4245448

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Employer firm

Money Management Concepts Inc. CRD 111485

$120M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Money Management Concepts Inc.

6767 N. Wickham Road Suite 400Pq, Melbourne, FL 32940 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

6767 N. Wickham Road Suite 400Pq, Melbourne, FL 32940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Life Long Learning College The Villages FL 12/2014 12/2018
Money Management Concepts, Inc Melbourne FL 05/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-30
  • S66 Uniform Combined State Law Examination
    2000-08-30

View on SEC IAPD

Nearby Firms

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Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

More in Melbourne, FL

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