Jason
Nguyen
American Century Investments Private Client Group, Inc
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About this Advisor
Jason Nguyen is a financial advisor based out of Kansas City, Missouri, with 5 years of relevant experience. Nguyen is an advisor for American Century Investments Private Client Group, Inc. Their career trajectory has included roles at American Century Investments, University Of Missouri-Kansas City, Sunny Nails and Top Line Nails Salon LLC. Nguyen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Missouri and Texas. American Century Investments Private Client Group, Inc is an advisory company based out of Kansas City, MO. The firm has offices in two locations and a total of 82 financial advisors. It handles $2 billion in assets between its 5,000 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm 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. Financial management fees depend on which services the firm provides the client. However, fee types 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
Jason Nguyen Work History
Jason has been registered as a financial advisor for 5 years.*
Sunny Nails
American Century Investments
Top Line Nails Salon LLC
University Of Missouri-Kansas City
University Of Missouri-Kansas City
*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 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
Kansas City, MO
Kansas City, MO
Geneva, IL
Kansas City, MO
Wildwood, MO
Kansas City, MO
Prairie Villiage, KS
Rutherford, NJ
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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