Jeffrey Layman has been Chief Investment Officer of Forvis Mazars Wealth Advisors since April 2008, is a control person of the firm and directly owns under 5% of it.
Forvis Mazars Wealth Advisors, LLC is a Springfield, MO firm with $12B under management, 4,584 clients and 82 advisers across 66 offices, as of its August 2026 filing.
- – present · 26 yearsAdviser representative · Firm CRD 110905
Investment adviser representative registrations
Jeffrey Layman is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from April 2000; the most recent is Illinois, in February 2014.
- IllinoisSince 4 February 2014
- IndianaSince 3 March 2003
- MissouriSince 25 April 2000
- TexasResidentSince 8 January 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1987 |
| Series 7 | General Securities Representative Examination | 19 September 1987 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Allen Layman
- CRD
- 1732941
- Firm
- Forvis Mazars Wealth Advisors · CRD 110905
- Role
- Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Layman work?
Jeffrey Layman has been Chief Investment Officer of Forvis Mazars Wealth Advisors, LLC since April 2008, and is a control person of the firm.
Is Jeffrey Layman a financial advisor?
Yes. Jeffrey Layman has a current investment-adviser registration in Illinois, Indiana, Missouri and Texas, through Forvis Mazars Wealth Advisors since April 2000.
How many years of experience does Jeffrey Layman have?
Jeffrey Layman has 26 years in the financial industry, since April 2000, across 1 adviser firm.
What exams has Jeffrey Layman passed?
Jeffrey Layman has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 1987.
Is Jeffrey Layman registered with FINRA?
No. Jeffrey Layman has no current broker registration.
How can I verify Jeffrey Layman’s record?
Search CRD 1732941 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Layman’s full registration record.