Unclaimed
Jennifer Davis Anderson is a financial advisor in Nashville, TN. Jennifer has been working in the financial services industry for over 10 years. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer has experience working with high-net-worth individuals and charitable organizations. She is currently registered with the state of Tennessee. Jennifer works at Covenant Partners, LLC which has approximately $944 million in assets under management. Covenant Partners, LLC provides financial planning, portfolio management for individuals, and other advisory services including Fiscal Counsel.
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.
Personalized portfolio management to meet individual financial objectives.
Fiscal counsel
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.
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TN
10/28/2022 - Present
Covenant Partners, LLC (NASHVILLE TN)
IA
Issued 10/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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