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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Lee DeMoss is an investment advisor representative at AssuredPartners Investment Advisors, a registered investment advisor located in Tampa, Florida. Jenna holds a Series 7 and Series 66 license and has been in the industry since June 12, 2019. Jenna has been associated with AssuredPartners Investment Advisors since July 2024. Prior to that, Jenna was associated with Kestra Investment Services, LLC, Kestra Advisory Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jenna focuses on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Jenna is also registered as an investment advisor representative in Illinois and Texas.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
IL
07/31/2024 - Present
Assuredpartners Investment Advisors (Nashville IL)
IL
11/02/2022 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
FL
12/13/2017 - 05/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DESTIN FL)
BOTH
Issued 04/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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