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Jenna Lee Cairns is an investment advisor representative at Gradient Investments, LLC, and is also associated with Beacon Wealth Advisory. Jenna has been in the industry since 2009 and is registered in Kansas, Missouri, North Carolina and Texas. Jenna's expertise includes portfolio management for individuals, portfolio management for businesses and pension consulting. Jenna has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
Guidance on pension options to ensure a secure financial future.
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.
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MN
02/24/2023 - Present
Gradient Investments, LLC (ARDEN HILLS MN)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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