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Jennifer Bates Conklyn

MMA Securities LLC

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About Jennifer Bates Conklyn

Jennifer Bates Conklyn is an Investment Advisor Representative at MMA Securities LLC. Jennifer has been in the industry since 2012. She holds a Series 65 license, which allows her to provide investment advisory services in Pennsylvania. Jennifer has worked for MMA Agency, MMA Securities, Centurion Group, LLC and Trion-MMA in the past. Jennifer has a strong background in retirement planning, as well as experience providing advisory services to plan participants.

Firm Information

Jennifer Conklyn is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

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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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Jennifer Conklyn’s Registration & Firm History

MA

06/23/2020 - Present

MMA Securities LLC (Boston MA)

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Licenses & Designations

IA

Issued 06/23/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Bates Conklyn.
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