Jeffrey Wayne Mccormick
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
2 statesRegistered in
$640MFirm assets
10 yearsFirm in business
Are you Jeffrey Wayne Mccormick? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Mwa Financial Services Inc.Jun 2024 to now
- Modern Woodmen of AmericaOct 2023 to now
- Hometown Lenders IncOct 2020 to Oct 2023
- Sam's ClubJan 2020 to Oct 2020
- Ym360 IncMay 2017 to Aug 2017
- Russellville City SchoolsAug 2016 to Jan 2020
- At&tAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, MS).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 7945414
- Firm CRD
- 112630