Jeffrey Ray Messner
Professional Summary
Jeffrey Ray Messner, who also goes by Jeff Messner, was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1973 - 2019. Jeffrey had worked at 11 firms and has passed the Series 65, Series 63, Series 22, Series 1, Series 39 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Messner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC
Contact Information
Main Address
6735 Vistagreen Way Suite 110, Rockford, IL 61107Phone Number
(888) 312-2467# of Employees
232SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
24,999AUM (Assets Under Management)
$19,138,746,524Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2026 | Cover Page | Report |
| 10/24/2025 | Cover Page | Report |
| 11/12/2024 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 2004About the Series 22 examSeries 1 — Registered Representative Examination
Passed May 1973Series 39 — Direct Participation Programs Principal Examination
Passed Sep 2006About the Series 39 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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