Jeffrey Henry Massey

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/1995 → Present
  Massey & Associates, Inc.
  Lincoln, RI
• 03/2010 → 03/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2010-03-25 → 2018-03-06
  Global Financial Private Capital, Inc.
  Lincoln, RI
  Sarasota, FL

Other Businesses

1.) MASSEY AND ASSOCIATES INC.; INVESTMENT-RELATED; 250F CENTERVILLE RD., WARWICK, RI 02886; INSURANCE SALES; PRESIDENT; 12/1995; 140-152 HOURS PER MONTH; 140-152 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS 2.) AUTHOR; NON INVESTMENT-RELATED; 250F CENTERVILLE RD., WARWICK, RI 02886; BOOK SALES; AUTHOR; 5/2018; 0 HOURS PER MONTH; 0 HOURS PER MONTH; BOOK SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-14
• S63 Uniform Securities Agent State Law Examination
  1993-11-26

Designations

• Certified Financial Planner

Other Names

• Jeff Massey