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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 Ann Rosen is a registered Investment Advisor Representative with Logan Capital Management, Inc., a firm that provides financial planning, portfolio management, publication of periodicals, and selection of other advisors. Jennifer has been in the industry since February 2012 and holds a Series 65 license. Her clients primarily include high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Jennifer specializes in providing financial advice for clients with assets under management ranging from $1 million to $100 million.
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.
Strategic management for diversified investment portfolios.
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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PA
03/19/2013 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
IA
Issued 03/18/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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