Unclaimed
Jenna N Hewitt is a financial advisor with LPL Financial LLC. Jenna has been in the financial services industry since 2011. Jenna is licensed in Indiana and holds the Series 6, Series 63 and SIE licenses. She is also registered with FINRA. Jenna has worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. in the past. Jenna is a financial advisor who provides financial planning and investment management services to individuals and businesses. She is also a Registered Representative with LPL Financial.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
05/16/2024 - Present
LPL Financial LLC (GREENWOOD IN)
IN
10/01/2012 - 05/16/2024
J.P. MORGAN SECURITIES LLC (GREENWOOD IN)
IN
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMINGTON IN)
BC
Issued 04/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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