Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on assets under management. Financial planning services are typically provided under a written agreement and may include general recommendations or specific actions. MSWM may receive commissions as representatives of USA Financial Securities or as licensed insurance agents, creating a potential conflict of interest. Clients are not obligated to use recommended professionals or implement recommendations through MSWM.
Areas of Practice
Advisor Information
Office location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a partner/owner of Market Street Wealth Management, LLC (RIA) since 2011, and Market Street Insurance Service, LLC since 2005, where he sells property and casualty, medical, and Medicare insurance products. He is also an officer at Market Street Tax Services, LLC, and a 50% owner of Leppert & Holt Consulting Inc.