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Jennifer Agin

Cowen AND Co.

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About Jennifer Agin

Jennifer Agin is a financial professional with over 10 years of experience in the industry. Currently, Jennifer is registered with Cowen AND Co. in LAKE MARY, FL. Jennifer previously worked at Cowen Execution Services LLC and Sunset Financial Services, INC.. Jennifer holds Series 6, Series 26 and Series 99 licenses.

Firm Information

Jennifer Agin is currently registered with Cowen AND Co.. Cowen AND Co. is a Limited Liability Company that was formed on January 15, 2004. The firm is registered in 53 states and the SEC and offers advisory services. Cowen AND Co. has been involved in 46 regulatory events and 8 arbitration cases.

Not reported

Assets Under Management

Not reported

Total Clients

142

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Agin’s Registration & Firm History

FL

04/24/2020 - Present

Cowen AND Co. (LAKE MARY FL)

FL

05/26/2017 - 07/06/2020

COWEN EXECUTION SERVICES LLC (LAKE MARY FL)

FL

06/24/2010 - 11/23/2010

SUNSET FINANCIAL SERVICES, INC. (ORLANDO FL)

FL

07/28/2009 - 05/04/2010

WORLD GROUP SECURITIES, INC. (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 02/23/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2017

Series 99 - Operations Professional Examination

BC

Issued 07/27/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Agin.
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