Jeffrey
Ream
Fci Advisors
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About this Advisor
Jeffrey Ream is a certified financial planner who works out of Leawood, Kansas who has 5 years of industry experience. Ream is an advisor for Fci Advisors. Their career trajectory has included roles at Us Bank Private Wealth Management and Fci Advisors. Ream holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Fci Advisors is a financial advisory business operating out of Leawood, KS. The company has offices in six locations and a total of 67 financial advisors. It manages $13 billion in assets under management between its 13,818 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 155 charitable organizations. Of its 13,818 accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Fci Advisors may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$12,844,217,759
67
13,818
$929,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Jeffrey Ream Work History
Jeffrey has been registered as a financial advisor for 5 years.*
Fci Advisors
Us Bank Private Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Ream to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
Leawood, KS
Leawood, KS
Shelton, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
