Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Barker is a financial advisor with over 25 years of experience in the industry. Jennifer has been registered as a representative of Captrust since August 2021 and has a Series 6, Series 7, Series 3, Series 63, Series 65, and SIE licenses. Prior to joining Captrust, Jennifer worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Barclays Global Investors Services. Jennifer also holds the designation of Chartered Financial Analyst. Jennifer's primary areas of focus are financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and the selection of other advisors. Jennifer's previous employers include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Barclays Global Investors Services, John Nuveen & Co., Incorporated and Sanford C. Bernstein & Co., Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/31/2021 - Present
Captrust (Boston MA)
MA
08/22/2014 - 06/24/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
07/17/1998 - 04/23/2008
BARCLAYS GLOBAL INVESTORS SERVICES (BOSTON MA)
IL
11/07/1996 - 05/26/1998
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
NY
02/21/1995 - 05/07/1996
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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