Jeffrey
Maccune
Mfs Institutional Advisors Inc
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About this Advisor
Jeffrey Maccune is a chartered financial analyst working in Boston, Massachusetts, who has 1 year of industry experience. Maccune is currently employed by Mfs Institutional Advisors Inc. They have been with Mfs Institutional Advisors Inc for the entirety of their career. Maccune maintains a Series 63 license, which qualifies them as a securities representative, and can serve investors in Massachusetts. Mfs Institutional Advisors Inc is an advisory firm based in Boston, MA. It oversees $117 billion in total assets across its 7,737 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 138 charitable organizations. Of its 7,737 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the services offered. However, fee types charged by Mfs Institutional Advisors Inc likely are comprised of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mfs Institutional Advisors Inc Brokerage Details
$116,842,935,821
1,300
7,737
$15,101,840
Investment Advisory 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
- Pension consulting services
- Selection of other advisers
Jeffrey Maccune Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Mfs Fund Distributors, Inc
*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 Maccune 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 Mfs Institutional Advisors Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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