Jenny McBee Email & Phone Number
Director of Marketplace Solutions @ AE Wealth Management, LLC
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Jenny McBee Location
- Kansas City, MO, US
Jenny McBee Work
- 2025 -now Director of Marketplace Solutions @
- 2024 -2025 Vice President and Senior Client Portfolio Manager @
- 2015 -2024 Senior Client Portfolio Manager @
- 2007 -2015 Sr. Relationship Manager and Investment Analyst @
- 2004 -2007 Investment Advisor Representative @ Larmer & Elstun LLC
Jenny McBee Education
- The University of Kansas
Bachelor of Science (B.S.) (Finance)
2001-2005
Jenny McBee Skills
- Series 7
- Mutual Funds
- Series 63
- 401k
- Asset Allocation
- Alternative Investments
- Investments
- Wealth Management
- Fixed Annuities
- Investment Advisory
- Retirement Planning
- Asset Managment
- Retirement
- Securities
- Investment Strategies
- Portfolio Management
- Relationship Management
- Financial Services
- Insurance
- Strategic Planning
- Asset Management
Jenny McBee Summary
- Jenny McBee, based in Kansas City, MO, US, is currently a Director of Marketplace Solutions at AE Wealth Management. Jenny McBee brings experience from previous roles at Nuance Investments, LLC, Security Benefit and Larmer & Elstun LLC. Jenny McBee holds a 2001 - 2005 Bachelor of Science (B.S.) in Finance @ The University of Kansas. With a robust skill set that includes Series 7, Mutual Funds, Series 63, 401k, Asset Allocation and more. Jenny McBee has 2 emails and 4 mobile phone numbers on RocketReach.
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