Jordan
Mcgee
American Century Investments Private Client Group, Inc
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About this Advisor
Jordan Mcgee is a financial advisor working in Shawnee, Kansas with a total of 1 year of industry experience. Mcgee currently works for American Century Investments Private Client Group, Inc. Their career trajectory has included roles at American Century Investment Services, Inc, Basys Processing, Theta Chi Fraternity and Missouri State University. Mcgee holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas, Missouri and Texas. American Century Investments Private Client Group, Inc is a registered investment company based in Kansas City, MO. The company has offices in two locations and a total of 82 people on staff. It administers $2 billion in assets under management among its 5,000 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. American Century Investments Private Client Group, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on the type of services provided. Fees charged by American Century Investments Private Client Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,487,904,544
82
5,000
$297,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Mcgee Work History
Jordan has been registered as a financial advisor for 1 years.*
American Century Investment Services, Inc
Basys Processing
Theta Chi Fraternity
Missouri State University
*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 Jordan Mcgee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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