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Jennifer Anne Rushing

Silver OAK Securities, Inc.

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About Jennifer Anne Rushing

Jennifer Rushing is a registered representative with Silver Oak Securities, Inc. Jennifer has been in the financial services industry for over 5 years and has a wide range of experience in providing financial planning and investment management services. Jennifer holds the Series 7, Series 66, Series 24, Series 4, and Series 52TO licenses. Jennifer previously worked for Securities America, Inc., Ladenburg Thalmann & Co. Inc., and Securities Service Network, LLC. Jennifer is currently registered with Silver Oak Securities, Inc. in Tennessee.

Firm Information

Jennifer Rushing is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Rushing’s Registration & Firm History

TN

07/09/2024 - Present

Silver OAK Securities, Inc. (Knoxville TN)

GA

01/30/2023 - 07/08/2024

TRIAD ADVISORS LLC (ATLANTA GA)

AZ

08/09/2021 - 07/08/2024

OSAIC WEALTH, INC. (SCOTTSDALE AZ)

NE

11/18/2020 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

08/09/2021 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

08/09/2021 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

07/27/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

NY

07/21/2020 - 11/17/2020

LADENBURG THALMANN & CO. INC. (NEW YORK NY)

TN

11/29/2018 - 09/18/2020

SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 11/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/31/2020

Series 4 - Registered Options Principal Examination

BC

Issued 01/30/2019

Series 24 - General Securities Principal Examination

BC

Issued 03/19/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/11/2020

Series 57TO - Securities Trader Exam

BC

Issued 09/24/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Anne Rushing.
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