Jeffrey R. Wegner

MONEY MANAGEMENT CONCEPTS

Melbourne, FL 32940

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CRD#: 4245448

Professional summary

Jeffrey Robert Wegner is a registered financial advisor currently at MONEY MANAGEMENT CONCEPTS INC. located in Melbourne, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Wegner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2016 - Present

MONEY MANAGEMENT CONCEPTS INC.

Office #1: 6767 N. Wickham Road Suite 400pq, Melbourne, FL 32940

RIA

CRD#: 111485

Melbourne, FL

Past

November 20, 2001 - November 12, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

THE VILLAGES, FL

Past

December 12, 2000 - November 12, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

THE VILLAGES, FL

Past

August 3, 2000 - November 10, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 3, 2000 - November 10, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONEY MANAGEMENT CONCEPTS INC.

CRD#: 111485 / SEC#: 801-123107

RIA

Registered Investment Advisory firm - (1/24/2022 Approved)

Florida

Registered Investment Advisory firm - (8/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/12/2016)

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

State Security Law Exam

IAR

Series 66

Date: 8/30/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/12/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2000

General Securities Representative Examination

Current Firm

MONEY MANAGEMENT CONCEPTS INC.

CRD#: 111485 / SEC#: 801-123107

RIA

Registered Investment Advisory firm - (1/24/2022 Approved)

Florida

Registered Investment Advisory firm - (8/2/2022 Terminated)

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Contact information

Main Address

6767 N. Wickham Road Suite 400pq, Melbourne, FL 32940

Mailing Address

Phone number

(321) 258-1932

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONEY MANAGEMENT CONCEPTS, INC. ADV BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	282
AUM (Assets Under Management)	$ 117,029,681

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.

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Jeffrey R. Wegner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Wegner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MONEY MANAGEMENT CONCEPTS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2000

SIE

Date: 11/12/2014

Series 7

Date: 8/2/2000

Current Firm

MONEY MANAGEMENT CONCEPTS INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONEY MANAGEMENT CONCEPTS INC.

TRUST BUT VERIFY

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