Jason
Nguyen

American Century Investments Private Client Group, Inc

CRD#6191350
Investment Advisor
in Kansas City, MO

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About this Advisor

Jason Nguyen is a financial advisor based in Kansas City, Missouri, working with American Century Investments Private Client Group, Inc. Jason has previously held positions at American Century Investments, Sunny Nails, and Top Line Nails Salon LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Jason is part of American Century Investments Private Client Group, Inc, which operates out of Kansas City, Missouri. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4400 Main Street
Kansas City, MO 64111-7709

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American Century Investments Private Client Group, Inc Brokerage Details

Total Assets Under Management

$1,866,781,488

MO Average: $11,469,110,461
Total Number of Employees

102

MO Average: 458
Total Number of Accounts

3,717

MO Average: 33,415
Average Account Size

$502,228

MO Average: $343,232

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

Jason Nguyen Work History

2017 - Present (7 years)

Sunny Nails

2013 - Present (11 years)

American Century Investments

2017 - 2022 (5 years)

Top Line Nails Salon LLC

Disclosures

Please visit the SEC profile of Jason Nguyen 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 American Century Investments Private Client Group, Inc

James Barenberg
Kansas City, MO
Kyle Ray
Los Angeles, CA
Christian Goodman
Kansas City, MO
Jonathan Belay
Torrance, CA
Christopher Sexton
Geneva, IL
Austin Hinck
Leawood, KS
Frank Opelka
Kansas City, MO
Joshua Freeborn
Concordia, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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