Jeffrey Paul Mcnaney
Investment adviser representative at Nwf Advisory Services Inc
21 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Nwf Advisory Services IncApr 2026 to now
- Osaic Wealth, Inc.Apr 2026 to now
- Studio 9 Financial & Insurance ServicesDec 2012 to now
- OsaicOct 2023 to Apr 2026
- The Ameriflex GroupOct 2023 to May 2025
- Principal Securities IncMar 2016 to Oct 2023
- Principal Life Insurance CompanyMar 2005 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4640776
- Firm CRD
- 110410