Jeffrey Paul Ernest

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2014 → Present
  Barber Financial Group
  Lenexa, KS
• 08/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2016-06-06 → 2023-12-07
  Barber Financial Group
  Lenexa, KS

Other Businesses

1. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa KS 66215, LLC, RIA, Lead Advisor, Investment Advisor Representative of MWM, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-04

Other Names

• Jeffrey Ernest