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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Elizabeth Kerr is a financial advisor with Avantax Advisory Services, providing a range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Jean has been in the financial services industry since October 11, 2007, and holds both Series 63 and Series 7 licenses. Jean also holds the designation of Certified Financial Planner. In addition to her role at Avantax Advisory Services, Jean is also the president of J E Kerr Tax Service, Inc., which provides tax preparation and accounting services. Jean is a licensed professional in the state of Minnesota and serves clients in the Minnetonka area.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
12/03/2013 - Present
Avantax Advisory Services (Minnetonka MN)
BC
Issued 06/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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