Jeffrey R. Messner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Ray Messner, who also goes by Jeff Messner, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1973. Jeffrey had worked at 11 firms and has passed the Series 65, Series 63, Series 22, Series 1, Series 39 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 2, 2017 - November 4, 2019
CHOREO, LLC
June 12, 2014 - September 23, 2015
PIONEER ADVISORS, LLC
July 10, 2006 - January 3, 2011
BOREALIS PARTNERS, LLC
August 7, 2002 - June 1, 2006
M HOLDINGS SECURITIES, INC.
October 5, 2001 - April 12, 2002
M HOLDINGS SECURITIES, INC.
August 30, 2000 - May 1, 2001
SLD AMERICA EQUITIES, INC.
January 28, 1998 - May 25, 2000
SLD AMERICA EQUITIES, INC.
September 21, 1992 - December 31, 1997
MUTUAL SERVICE CORPORATION
July 21, 1989 - January 13, 1995
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 30, 1985 - July 27, 1989
FSC SECURITIES CORPORATION
January 17, 1984 - August 1, 1989
G. R. PHELPS & CO., INC.
June 19, 1983 - March 1, 1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
February 17, 1982 - January 9, 1984
BMMG CAPITAL CORP.
May 8, 1973 - August 1, 1989
G. R. PHELPS & CO., INC.
Primary Firm SEC Registration
CHOREO, LLC
CRD#: 111221 / SEC#: 801-57236
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 5/1/1973
Registered Representative ExaminationCurrent Firm
CHOREO, LLC
CRD#: 111221 / SEC#: 801-57236
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 25,137 |
| AUM (Assets Under Management) | $ 18,232,358,701 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 11/12/2024 | ||
| 12/20/2023 | ||
| 11/30/2022 |
Red Flags
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.
