Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christian Jenni is a financial advisor with over 30 years of experience in the industry. David is currently registered with Raymond James Financial Services Advisors, Inc. in Pasadena, CA and has previously worked with several other firms, including D.A. Davidson & Co. and Crowell, Weedon & Co. David is a registered Investment Advisor Representative and holds several licenses and certifications including Series 7, Series 63, Series 24, Series 4, and Series 55. David offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
11/02/2016 - Present
Raymond James Financial Services Advisors, Inc. (Pasadena CA)
CA
02/27/2015 - 10/27/2016
D.A. DAVIDSON & CO. (LOS ANGELES CA)
MT
11/25/2013 - 12/04/2013
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (LOS ANGELES CA)
CA
01/17/2001 - 11/04/2013
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
06/10/1993 - 08/29/2000
NDB CAPITAL MARKETS CORPORATION (NEW YORK NY)
MA
06/22/1988 - 07/08/1992
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
IA
Issued 06/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/12/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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