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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 Jones is a financial advisor with Osaic Wealth, Inc. based in Crofton, MD. Jennifer has been in the industry since September 3, 1999, Jennifer is registered with the state of Maryland as an Investment Advisor Representative and is also registered as a Broker in several states. She is also a Certified Public Accountant. Jennifer’s experience includes working for Securities America, Inc., Securities Service Network, LLC, and Commonwealth Financial Network. She specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Crofton MD)
MD
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Crofton MD)
TN
12/16/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
MD
01/04/2010 - 12/16/2019
COMMONWEALTH FINANCIAL NETWORK (CROFTON MD)
MD
09/01/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (CROFTON MD)
BC
Issued 06/18/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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