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, 2014 - Five Star Weatlh Managers
Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a strategy to help achieve the retirement you envision.
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
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Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NE, NY, OK, OR, SC, TN, TX, VA, WA, WI;
General Securities Representative;
Investment Advisor Representative;
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