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Jennifer Amy Scher

FBB Capital Partners

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About Jennifer Amy Scher

Jennifer Scher is an investment advisor representative with FBB Capital Partners. Jennifer has been in the industry since 1997 and holds a Series 3, 7, 55, and 63 license. Jennifer Scher is a Certified Financial Planner (CFP) and specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jennifer Scher is currently registered with FBB Capital Partners. FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Scher’s Registration & Firm History

MD

10/17/2024 - Present

FBB Capital Partners (BETHESDA MD)

NY

03/15/2005 - 07/14/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/26/2001 - 11/15/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

07/24/1997 - 01/25/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/27/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Amy Scher.
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