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Jeananne Niemann is an investment advisor representative with Edward Jones. Jeananne has been in the industry for 16 years, having started in September of 2007. Jeananne holds both a Series 66 and a Series 7 license as well as the Securities Industry Essentials Examination. Jeananne currently provides investment advice to individuals, businesses, and retirement plans. She is registered to offer investment advice in 39 states. Jeananne is also registered with the state of Texas to offer investment advice as an investment advisor representative. She is licensed to offer investment advice to insurance companies, banking or thrift institutions, charitable organizations, investment clubs and limited liability companies, and pension and profit-sharing plans. Jeananne has a background in boat delivery and has been involved in Your Yacht Marine, LLC since 2009.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
01/09/2019 - Present
Edward Jones (Leesburg FL)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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