Jeffrey Wegner has been an investment adviser representative at Money Management Concepts since May 2016, and is not listed among the firm’s executive officers or direct owners.
Money Management Concepts, Inc. is a Melbourne, FL firm with $120M under management, 90 clients and 2 advisers in one office, as of its February 2026 filing.
Jeffrey Wegner’s longest registration was 12 years at Charles Schwab & Co., Inc. (2001–2014). Before joining Money Management Concepts in 2016, Jeffrey Wegner was registered through Charles Schwab & Co., Inc.
- – present · 10 yearsMelbourne, FL · Adviser representative · Firm CRD 111485
- Charles Schwab & Co., Inc.– · 12 yearsThe Villages, FL · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Jeffrey Wegner is registered as an investment adviser representative in Florida, since May 2016.
- FloridaSince 12 May 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 August 2000 |
| Series 7 | General Securities Representative Examination | 2 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Robert Wegner
- CRD
- 4245448
- Firm
- Money Management Concepts · CRD 111485
- Office
- 6767 N. WICKHAM ROAD, SUITE 400PQ, Melbourne, FL 32940
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Wegner work?
Jeffrey Wegner is an investment adviser representative registered through Money Management Concepts, Inc. since May 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Wegner a financial advisor?
Yes. Jeffrey Wegner has a current investment-adviser registration in Florida, through Money Management Concepts since May 2016.
How many years of experience does Jeffrey Wegner have?
Jeffrey Wegner has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has Jeffrey Wegner passed?
Jeffrey Wegner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2000. FINRA credited Jeffrey Wegner with the SIE, which began in October 2018.
Where did Jeffrey Wegner work before Money Management Concepts?
Before Money Management Concepts, Jeffrey Wegner was registered through Charles Schwab & Co., Inc., November 2001 to November 2014.
Where is Jeffrey Wegner based?
Jeffrey Wegner’s registered office is in Melbourne, FL.
Is Jeffrey Wegner registered with FINRA?
No. Jeffrey Wegner has no current broker registration.
How can I verify Jeffrey Wegner’s record?
Search CRD 4245448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Wegner’s full registration record.