Jennifer
Mcbee

Nuance Investments, LLC

CRD#5003762
Investment Advisor
in Kansas City, MO

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About this Advisor

Jennifer Mcbee is a chartered financial analyst based in Kansas City, Missouri with 7 years of relevant experience. Mcbee works at Nuance Investments, LLC. During their career, the advisor has held roles at Nuance Investments and Security Distributors, Inc. Mcbee has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Kansas, Missouri and Texas. Nuance Investments, LLC is an advisory company based out of Kansas City, MO. The investment advisory business has a total of 24 employees. It has $6 billion in assets under management across its 781 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 781 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Nuance Investments, LLC can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4900 Main Street Suite 220
Kansas City, MO 64112

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Nuance Investments, LLC Brokerage Details

Total Assets Under Management

$5,575,739,313

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

24

MO Average: 458
Total Number of Accounts

781

MO Average: 33,415
Average Account Size

$7,139,231

MO Average: $343,232

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

Jennifer Mcbee Work History

Jennifer has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Nuance Investments

2007 - 2015 (8 years)

Security 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 Jennifer Mcbee 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 Nuance Investments, LLC

Jack Meurer
West Bend, WI
Darren Schryer
Kansas City, MO
Maureen Mcmahon
Kansas City, MO
Rositsa Esenberg
Kansas City, MO
Kathryn Carver
Kansas City, MO
Paul Gillespie
Kansas City, MO
Scott Moore
Kansas City, MO
Chad Baumler
Kansas City, MO

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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