Unclaimed Profile

Jerome Wesley Mckenzie

FINANCIAL ADVISORY SERVICE INC·LEAWOOD, Kansas

SIE, Series 7, Series 27, Series 63CFPClean record28 years registeredFINANCIAL ADVISORY SERVICE INC

4747 WEST 135TH STREET, LEAWOOD, KS 66224CRD# 1366875Firm CRD# 109796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerome Wesley Mckenzie · LEAWOOD, KS

Registration

CRD #1366875 · FINANCIAL ADVISORY SERVICE INC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ADVISORY SERVICE INC

FINANCIAL ADVISORY SERVICE INC

May 1998 – Sep 2018

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Registration record

First registered · May 22, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAS WEALTH PARTNERS, INC.

CRD 109796 · SEC 801-19282

AUM

$2.6B

Regulatory assets under management

Employees

4,494 client accounts

Services offered by FAS WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FAS WEALTH PARTNERS, INC. →

Introduction

Speak with Jerome

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jerome is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LEAWOOD?

Browse all registered financial advisors in LEAWOOD, Kansas or claim this profile if it's yours.

Browse LEAWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jerome Wesley Mckenzie offer?

Jerome Wesley Mckenzie specializes in Financial Planning, Investment Management, Wealth Management.

What are Jerome Wesley Mckenzie's credentials?

Jerome Wesley Mckenzie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jerome Wesley Mckenzie located?

Jerome Wesley Mckenzie is based in LEAWOOD, Kansas, last registered with FINANCIAL ADVISORY SERVICE INC.

How does Jerome Wesley Mckenzie charge for services?

Jerome Wesley Mckenzie's firm is compensated through percentage of aum, hourly charges, subscription fees, other: planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISORY SERVICE INC?

FINANCIAL ADVISORY SERVICE INC has approximately 28 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →