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Jason N
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.
Grace M
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.
Benjamin J
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 66 and Series 63 designations and has two years of industry experience. His work history includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by its asset allocation and investment teams, primarily with proprietary mutual funds and ETFs, and serves clients typically meeting a modest relationship threshold.
Trevaun S
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Trevaun Suggs is a financial advisor at American Century Investments Private Client Group, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at various financial services firms and other industries since 2022. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on proprietary mutual funds and ETFs, serving clients typically with account minimums around $50,000.
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