Jeff Layman

Jeff Layman Email and Phone Number

Managing Director - Investments at Jeff Layman Group of Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Jeff Layman's Location
Springfield-Branson, Missouri Area, United States
Jeff Layman's Contact Details
About Jeff Layman

Jeff is Managing Director - Investments at Wells Fargo Advisors and the founder of the Jeff Layman Group of Wells Fargo Advisors. He has over 29 years’ experience helping clients achieve their goals. Jeff believes a key factor in his client’s financial success is his ability to provide independent, unbiased and objective advice. He manages an array of portfolios on a discretionary basis with the primary focus of effectively managing risk while seeking to generate above average returns. The Jeff Layman Group is a wealth management team that offers a wide range of portfolios across the investment spectrum. They combine a defined portfolio management process with financial, retirement and estate planning strategies, insurance and annuities, along with cash management, access to trust services, 401(k) plans, wealth transfer strategies and access to lending products and services through Wells Fargo affiliates. The Jeff Layman Group has associates in Springfield and Kansas City, Missouri and serves individuals, businesses, foundations and institutions in 32 states. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MO, NC, NJ, NV, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, and WI.CA insurance producer number 1936973. Jeff currently holds his Series 7, Series 31, Series 63, Series 65 Registrations and his Missouri Life Insurance License. Insurance licensed in the following states: AR (4996044) FL (W572293), KS (4996044), MO (185013), NC (4996044), TX (2328716), NE (4996044) and WI (4996044).Please contact Jeff by e-mailing jeff.layman@wfadvisors.com or by phone at 417-883-6680. Jeff cannot respond to messages through LinkedIn InMail./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Jeff Layman's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Managing Director - Investments at Jeff Layman Group of Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Jeff Layman Work Experience Details
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Apr 2019 - Present
    Springfield, Missouri Area
  • Morgan Stanley
    Senior Portfolio Management Director | Senior Vice President | Wealth Advisor | Jeff Layman Group
    Morgan Stanley Sep 2002 - Apr 2019
  • A.G. Edwards
    First Vice President | Financial Advisor
    A.G. Edwards Mar 1993 - Sep 2002
    Managed a comprehensive wealth management practice.

Jeff Layman Skills

Financial Analysis Microsoft Excel Asset And Liability Management Bloomberg Terminal Accounting Agency Mbs Interest Rate Risk Management Interest Rate Derivatives R Programming Financial Regulation Quantitative Analytics Capital Markets Financial Modeling Risk Management Banking Finance Financial Services Financial Risk Insurance Customer Service Underwriting Portfolio Management Investments

Jeff Layman Education Details

  • Missouri State University
    Missouri State University
    Business Administration And Management
  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Business

Frequently Asked Questions about Jeff Layman

What company does Jeff Layman work for?

Jeff Layman works for Wells Fargo Advisors

What is Jeff Layman's role at the current company?

Jeff Layman's current role is Managing Director - Investments at Jeff Layman Group of Wells Fargo Advisors.

What is Jeff Layman's email address?

Jeff Layman's email address is je****@****ail.com

What schools did Jeff Layman attend?

Jeff Layman attended Missouri State University, University Of Missouri-Columbia.

What are some of Jeff Layman's interests?

Jeff Layman has interest in Football, Politics, Baseball, Reading, Hunting, The Stock Market, Fishing.

What skills is Jeff Layman known for?

Jeff Layman has skills like Financial Analysis, Microsoft Excel, Asset And Liability Management, Bloomberg Terminal, Accounting, Agency Mbs, Interest Rate Risk Management, Interest Rate Derivatives, R Programming, Financial Regulation, Quantitative Analytics, Capital Markets.

Who are Jeff Layman's colleagues?

Jeff Layman's colleagues are Kathy Zmyewski, Matt Dickelman, Michael Haupt, Greg Zier, Alex Vallejo, Rachel Granberry, Shawn Kowalewski, Cpa, Cfp®.

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