Unclaimed
Jennifer Shults is a Certified Financial Planner. Jennifer is an investment advisor representative of Chicago Partners Investment Group LLC in Chicago, IL. Jennifer is registered with the state of Illinois as an Investment Advisor. Jennifer is actively working in the financial services industry. Jennifer's areas of specialization include, but are not limited to: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles. Jennifer has a history of employment with multiple financial services firms.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 08/04/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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