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 Wilson is a registered Investment Advisor Representative with Simon Quick Advisors, LLC. Jenna has been in the industry since May of 2013 and is registered in both New Jersey and New York. Jenna is a Chartered Financial Analyst and specializes in financial planning, pension consulting, and portfolio management. Jenna's firm, Simon Quick Advisors, LLC, provides advisory services to individuals, businesses, and pooled investment vehicles. The firm has over 5.7 billion dollars in assets under management.
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.
Third party managed asset program
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NJ
04/05/2021 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
Active
Inactive
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