Unclaimed
Jennifer Barrett is a financial advisor with Edward Jones. Jennifer has been in the financial services industry since February 2018. Jennifer is a Certified Financial Planner and holds Series 7 and 66 securities licenses as well as an Investment Adviser Representative license in the state of Louisiana. Jennifer's office is located in Baton Rouge, LA and she serves clients in Alabama, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Mississippi, New Jersey, New York, Ohio, Texas, Virginia and Wisconsin.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
01/30/2020 - Present
Edward Jones (Baton Rouge LA)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Barrett is the right advisor for you? Invested Better is here to help.