AdvisorOS Directory
Claim Profile
JM

Jeff Maxey

KMS INVESTMENT SERVICES, LLC·KENTWOOD, Michigan
Unclaimed Profile
2687 44TH ST. SE, KENTWOOD, MI 49512CRD# 6241825Firm CRD# 168851
01

About

Jeff Maxey is a registered financial advisor based in KENTWOOD, Michigan, affiliated with KMS INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
KMS INVESTMENT SERVICES, LLC
BRIGHT OWL INVESTMENT ADVISORS
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KMS INVESTMENT SERVICES, LLC →
Services
Other
04

Background

Compensation
Other: SOLICITOR FEES FOR CLIENT REFERRALS
Regulatory
SEC/IARD CRD# 6241825
Firm CRD# 168851
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KENTWOOD?

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

Browse KENTWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeff Maxey offer?
Jeff Maxey is a registered financial advisor in KENTWOOD, Michigan. Contact their office for details on services offered.
What are Jeff Maxey's credentials?
Jeff Maxey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Maxey located?
Jeff Maxey is based in KENTWOOD, Michigan, working with KMS INVESTMENT SERVICES, LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.
How does Jeff Maxey charge for services?
Jeff Maxey's firm is compensated through other: solicitor fees for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KMS INVESTMENT SERVICES, LLC?
KMS INVESTMENT SERVICES, LLC has approximately 4 employees. 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 →
Other advisors in KENTWOOD
Brian Dale Yarch — REGAL INVESTMENT ADVISORS LLCDonald Nate Carlson — REGAL INVESTMENT ADVISORS LLCJames Carroll Tassoni — REGAL INVESTMENT ADVISORS LLCStephen Marshall Kerns — KMS INVESTMENT SERVICES, LLCJohn Anthony Kailunas — REGAL INVESTMENT ADVISORS LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile