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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 M. Brazile is a financial advisor who has been working in the industry since 2008. Jenna is currently registered with Freestone Capital Management, LLC in Washington and Texas. Jenna is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Prior to joining Freestone Capital Management, Jenna worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
10/02/2015 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
02/27/2009 - 09/29/2015
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
08/21/2008 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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