Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Garrett is an investment advisor representative with Ellis Investment Partners, LLC, a registered investment advisor. Jennifer holds the Series 7, 24, 63 and 65 securities licenses and is a Chartered Financial Analyst. Jennifer has been in the financial services industry since 1988 and has experience providing financial planning and investment management services to individuals, families, businesses, and institutions. Jennifer is also a member of the board of directors of Hallowood Acres Homeowners Association and the chair of the investment committee of the Barc Foundation, a non-profit organization that supports people with disabilities.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
PA
03/11/2013 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
04/30/2010 - 03/27/2013
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WAYNE PA)
PA
03/21/2007 - 05/04/2010
EQUITY SERVICES, INC. (WAYNE PA)
NA
02/23/1988 - 12/13/1990
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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