Unclaimed
Jennifer Latham ehlen is a financial advisor in ST. LOUIS, MO. Jennifer has been in the industry since 1998. Jennifer is currently registered with Edward Jones. She has also previously been registered with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., LINDNER ASSET MANAGEMENT, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED and A I M DISTRIBUTORS, INC.. Jennifer has passed the Series 6, 7, 24 and 66 exams. She is also a registered representative with the state of Missouri. Jennifer specializes in providing financial planning and portfolio management for individuals and businesses.
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.
See schedule d - miscellaneous
1
2
MO
06/24/2021 - Present
Edward Jones (ST. LOUIS MO)
MO
01/01/2008 - 06/16/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
12/05/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
01/30/1998 - 02/04/2000
LINDNER ASSET MANAGEMENT, INC. (ST. LOUIS MO)
MO
07/01/1996 - 07/08/1996
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
TX
03/21/1995 - 04/16/1996
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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