Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Mary Nelson is an investment advisor representative with Dimensional Fund Advisors LP. Jenna has been in the industry for over 2 years and holds the Series 7TO, Series 66, and SIE licenses. Jenna's previous employers include Ameriprise Financial, UnitedHealth Group, and Nordstrom. She is registered with the state of Texas. Jenna specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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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2
TX
12/16/2019 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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