Jeffrey Elder Wherry

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1986 → 01/2017
  Treloar & Heisel, Inc
  New Castle, PA
• 06/1998 → Present
  Massachusetts Mutual Life Insurance Co
  Springfield, MA
• 12/1998 → 12/2016
  Mml Investors Services
  New Castle, PA
• 12/2016 → 04/2024
  Wcg Wealth Advisors, Llc
  New Castle, PA
• 01/2017 → 04/2024
  Treloar & Heisel, Llc
  New Castle, PA
• 04/2024 → Present
  Mai Captial Management, Llc
  New Castle, PA

Previous Registrations

• 2016-12-19 → 2024-04-16
  The Wealth Consulting Group
  New Castle, PA
  Las Vegas, NV
• 2010-08-26 → 2016-12-19
  Mml Investors Services, Llc
  New Castle, PA
  New Castle, PA

Other Businesses

Mass Mutual Career Agent Emeritus: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance for various carriers. - no new production. Renewal commissions assigned to Epic Insurance & Brokers.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant