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Jeffrey Brittain Mcgovern

Haven Wealth Planning

Kirkwood, MO

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Current Employers
Haven Wealth Planning

Kirkwood, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-25
  • MO RA
    APPROVED
    Since 2024-01-25

Branch Locations

Kirkwood, MO • 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
Buckingham Strategic Wealth, Llc Clayton MO 01/2015 12/2021
Haven Wealth Planning, Llc Kirkwood MO 10/2022 Present
Haven Wealth Planning, Llc Kirkwood MO 10/2023 Present
Unemployed Kirkwood MO 12/2021 10/2022
  • 01/2015 → 12/2021
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 10/2022 → Present
    Haven Wealth Planning, Llc
    Kirkwood, MO
  • 10/2023 → Present
    Haven Wealth Planning, Llc
    Kirkwood, MO
  • 12/2021 → 10/2022
    Unemployed
    Kirkwood, MO
Previous Registrations
  • 2010-06-17 → 2022-01-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2010-06-17 → 2013-08-21
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-14
  • S65 Uniform Investment Adviser Law Examination
    2010-06-14
Other Names
  • Jeff Mcgovern

View on SEC IAPD

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