Jeffrey
Wherry
Mai Capital Management, LLC
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About this Advisor
Jeffrey Wherry is a financial advisor based in New Castle, Pennsylvania, working with Mai Capital Management, LLC. Jeffrey has previously held positions at Mai Capital Management, LLC, Treloar & Heisel, Inc, Massachusetts Mutual Life Insurance Co, Mml Investors Services, Wcg Wealth Advisors, LLC, and Treloar & Heisel, LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in New York, Pennsylvania, and Texas. Currently, Jeffrey is part of Mai Capital Management, LLC, which operates out of New Castle, Pennsylvania. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, 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, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning 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
- Other
Jeffrey Wherry Work History
Mai Captial Management, LLC
Treloar & Heisel, LLC
Wcg Wealth Advisors, LLC
Massachusetts Mutual Life Insurance Co
Mml Investors Services
Treloar & Heisel, Inc
Disclosures
Please visit the SEC profile of Jeffrey Wherry 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 Mai Capital Management, LLC
Bay Village, OH
Independence, OH
Santa Rosa, CA
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Ponte Vedra Beach, FL
New York, NY
Independence, OH
Mckinney, TX
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