My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Missouri Securities Advisory Panel - 2001
- Springfield/Branson Board of Directors for Big Brothers Big Sisters
- Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2007
- Governmental Relations Committee for the Springfield Missouri Chapter of Commerce - 2002 to 2008
- Founding Member of the International Business Council - 2008
- Ozarks Technical Community College Board of Trustees - 2010 to Present
- Missouri Sports Hall of Fame Board of Directors - 2012 to Present
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Senior Portfolio Manager Director
- Senior Investment Management Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2009, 2010, 2012, 2013 - Five Star Weatlh Managers
As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to help you make the right investment decisions for your plan.
- Learn more about Reserved, our exclusive recognition program featuring an array of benefits and opportunities designed to take your Morgan Stanley experience beyond wealth management.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail me for more information about our Portfolio Management Program.
Jeff Layman is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NY, OK, OR, TN, TX, VA, WI
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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