Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sherwood is a financial advisor with J.P. Morgan Securities LLC. Jennifer has been in the financial services industry for over 7 years. Jennifer holds the Series 7 and Series 63 licenses. Jennifer also holds the Series 65 license and is registered as an investment advisor in Ohio. Jennifer specializes in providing financial planning services and portfolio management to individuals, businesses and charitable organizations. Jennifer is a member of the advisory board of Talbert House and a board member of NewPath Child & Family Solutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/23/2024 - Present
J.p. Morgan Securities LLC (Cincinnati OH)
OH
07/26/2017 - 11/01/2018
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Sherwood is the right advisor for you? Invested Better is here to help.
