Unclaimed Profile

Jeffrey Brian Vain

WMS PARTNERS, LLC·TOWSON, Maryland

Clean recordWMS PARTNERS, LLC

TOWSON CITY CENTER, TOWSON, MD 21204CRD# 2931034Firm CRD# 109971

Profile Verification

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

Identity

Jeffrey Brian Vain · TOWSON, MD

Registration

CRD #2931034 · WMS PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Brian Vain is a registered financial advisor based in TOWSON, Maryland, affiliated with WMS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WMS PARTNERS, LLC

AUM

$5.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WMS PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2931034

Firm CRD# 109971

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Frequently Asked Questions

What services does Jeffrey Brian Vain offer?

Jeffrey Brian Vain specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.

What are Jeffrey Brian Vain's credentials?

Jeffrey Brian Vain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Brian Vain located?

Jeffrey Brian Vain is based in TOWSON, Maryland, working with WMS PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Jeffrey Brian Vain charge for services?

Jeffrey Brian Vain's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WMS PARTNERS, LLC?

WMS PARTNERS, LLC has approximately 79 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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