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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mayer is a financial advisor with William Blair. Jennifer has been in the financial industry for over 10 years and is licensed to provide investment advice in California and Illinois. She specializes in providing investment advice for corporations, individuals, and pooled investment vehicles. Jennifer holds a Series 7, Series 24, Series 4, and Series 63 licenses and has passed the Securities Industry Essentials Examination. Jennifer is committed to providing her clients with personalized investment advice and strategies to help them achieve their financial goals.
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.
Equity research 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
CA
10/09/2018 - Present
William Blair (SAN FRANCISCO CA)
IL
10/05/2015 - 10/01/2018
INSIGHT SECURITIES, INC. (Highland Park IL)
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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